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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 | $34,224 | $57,061-40.0% | $85,063-59.8% | $80,911-57.7% |
| Participation rate | 62.5% | 56.3%+6.2pp | 67.5%-5.0pp | 67.6%-5.1pp |
| Annual return | 10.19% | 21.66%-11.5pp | 66.54%-56.3pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,314 | $1,799-26.9% | $2,727-51.8% | $2,756-52.3% |
| Participant deferral / active EE | $1,516 | $3,110-51.2% | $4,523-66.5% | $4,297-64.7% |
| Admin fee / account holder | $9,185 | $4,986+84.2% | $6,155+49.2% | $6,935+32.5% |