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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 | $47,855 | $112,729-57.5% | $98,716-51.5% | $137,256-65.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 3.26% | 38.48%-35.2pp | 31.81%-28.6pp | 220.34%-217.1pp |
| Employer contribution / active EE | $1,534 | $2,725-43.7% | $2,279-32.7% | $4,156-63.1% |
| Participant deferral / active EE | $10,113 | $4,640+118.0% | $4,048+149.9% | $6,407+57.9% |
| Admin fee / account holder | $15,323 | $10,129+51.3% | $8,703+76.1% | $12,270+24.9% |