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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 | $69,200 | $106,749-35.2% | $145,433-52.4% | $82,448-16.1% |
| Participation rate | 49.1% | 75.6%-26.6pp | 82.1%-33.0pp | 68.1%-19.0pp |
| Annual return | 11.16% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,553 | $3,444-54.9% | $4,554-65.9% | $2,551-39.1% |
| Participant deferral / active EE | $2,799 | $6,519-57.1% | $7,897-64.6% | $4,139-32.4% |
| Admin fee / account holder | $16,630 | $8,390+98.2% | $13,129+26.7% | $7,234+129.9% |