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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 | $45,496 | $91,198-50.1% | $178,503-74.5% | $79,856-43.0% |
| Participation rate | 69.2% | 69.2%0pp | 81.9%-12.7pp | 69.6%-0.4pp |
| Annual return | 0.47% | 24.20%-23.7pp | 151.12%-150.6pp | 31.71%-31.2pp |
| Employer contribution / active EE | $2,411 | $3,257-26.0% | $5,011-51.9% | $2,471-2.4% |
| Participant deferral / active EE | $3,961 | $3,237+22.4% | $5,202-23.9% | $3,741+5.9% |
| Admin fee / account holder | $4,711 | $6,748-30.2% | $13,987-66.3% | $5,306-11.2% |