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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 | $64,586 | $78,672-17.9% | $109,163-40.8% | $85,856-24.8% |
| Participation rate | 44.9% | 68.3%-23.4pp | 75.9%-31.0pp | 69.3%-24.4pp |
| Annual return | 9.66% | 25.09%-15.4pp | 25.75%-16.1pp | 318.58%-308.9pp |
| Employer contribution / active EE | $1,283 | $2,734-53.1% | $3,723-65.5% | $2,565-50.0% |
| Participant deferral / active EE | $1,605 | $3,467-53.7% | $4,654-65.5% | $3,952-59.4% |
| Admin fee / account holder | $7,891 | $5,470+44.3% | $6,754+16.8% | $6,261+26.0% |