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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 | $47,700 | $78,690-39.4% | $161,489-70.5% | $87,485-45.5% |
| Participation rate | 58.2% | 67.5%-9.3pp | 78.7%-20.5pp | 68.9%-10.7pp |
| Annual return | 9.04% | 32.74%-23.7pp | 89.72%-80.7pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,711 | $2,588-33.9% | $4,268-59.9% | $2,596-34.1% |
| Participant deferral / active EE | $1,454 | $3,311-56.1% | $5,630-74.2% | $4,274-66.0% |
| Admin fee / account holder | $1,197 | $6,724-82.2% | $16,006-92.5% | $7,775-84.6% |