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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 | $24,867 | $81,233-69.4% | $155,567-84.0% | $80,874-69.3% |
| Participation rate | 48.1% | 66.2%-18.2pp | 78.2%-30.1pp | 67.6%-19.6pp |
| Annual return | 9.90% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,639 | $3,101-47.2% | $4,674-64.9% | $2,756-40.5% |
| Participant deferral / active EE | $2,632 | $3,452-23.8% | $5,628-53.2% | $4,297-38.8% |
| Admin fee / account holder | $9,275 | $7,998+16.0% | $15,916-41.7% | $6,935+33.7% |