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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 | $63,785 | $76,407-16.5% | $150,298-57.6% | $82,448-22.6% |
| Participation rate | 46.9% | 66.4%-19.5pp | 77.8%-30.8pp | 68.1%-21.1pp |
| Annual return | 10.34% | 39.99%-29.7pp | 62.79%-52.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,407 | $2,614-46.2% | $4,154-66.1% | $2,551-44.8% |
| Participant deferral / active EE | $1,767 | $3,214-45.0% | $5,453-67.6% | $4,139-57.3% |
| Admin fee / account holder | $14,754 | $6,352+132.3% | $14,116+4.5% | $7,234+103.9% |