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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 | $52,445 | $94,031-44.2% | $115,768-54.7% | $82,448-36.4% |
| Participation rate | 57.7% | 70.4%-12.7pp | 74.4%-16.6pp | 68.1%-10.3pp |
| Annual return | 8.42% | 20.61%-12.2pp | 100.46%-92.0pp | 41.64%-33.2pp |
| Employer contribution / active EE | $2,030 | $2,323-12.6% | $2,940-30.9% | $2,551-20.4% |
| Participant deferral / active EE | $3,135 | $3,972-21.1% | $4,917-36.2% | $4,139-24.3% |
| Admin fee / account holder | $17,176 | $10,249+67.6% | $12,439+38.1% | $7,234+137.4% |