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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,456 | $78,428-34.4% | $95,960-46.4% | $79,852-35.6% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 7.91% | 19.37%-11.5pp | 91.63%-83.7pp | 31.72%-23.8pp |
| Employer contribution / active EE | $1,254 | $1,945-35.5% | $2,541-50.7% | $2,471-49.3% |
| Participant deferral / active EE | $2,267 | $3,440-34.1% | $4,167-45.6% | $3,740-39.4% |
| Admin fee / account holder | $2,319 | $5,622-58.8% | $6,797-65.9% | $5,306-56.3% |