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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 | $67,735 | $81,262-16.6% | $155,602-56.5% | $80,911-16.3% |
| Participation rate | 17.9% | 66.2%-48.4pp | 78.2%-60.3pp | 67.6%-49.8pp |
| Annual return | 6.43% | 33.34%-26.9pp | 64.81%-58.4pp | 35.63%-29.2pp |
| Employer contribution / active EE | $2,060 | $3,102-33.6% | $4,675-55.9% | $2,756-25.2% |
| Participant deferral / active EE | $1,168 | $3,451-66.1% | $5,629-79.2% | $4,297-72.8% |
| Admin fee / account holder | $8,215 | $7,992+2.8% | $15,923-48.4% | $6,935+18.5% |