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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 | $26,712 | $71,215-62.5% | $93,696-71.5% | $80,935-67.0% |
| Participation rate | 46.2% | 60.4%-14.2pp | 68.7%-22.6pp | 67.7%-21.5pp |
| Annual return | 8.11% | 11.27%-3.2pp | 133.74%-125.6pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,645 | $1,565+5.1% | $2,422-32.1% | $2,757-40.3% |
| Participant deferral / active EE | $6,629 | $4,037+64.2% | $4,417+50.1% | $4,299+54.2% |
| Admin fee / account holder | $4,979 | $6,958-28.4% | $8,287-39.9% | $6,924-28.1% |