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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 | $86,050-25.9% | $189,758-66.4% | $94,015-32.2% |
| Participation rate | 46.9% | 68.9%-22.0pp | 79.8%-32.9pp | 70.8%-23.9pp |
| Annual return | 10.34% | 17.77%-7.4pp | 52.62%-42.3pp | 17.84%-7.5pp |
| Employer contribution / active EE | $1,407 | $2,819-50.1% | $4,767-70.5% | $2,790-49.6% |
| Participant deferral / active EE | $1,767 | $3,349-47.2% | $5,856-69.8% | $4,249-58.4% |
| Admin fee / account holder | $14,754 | $6,627+122.6% | $20,388-27.6% | $8,951+64.8% |