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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 | $40,347 | $106,864-62.2% | $147,318-72.6% | $82,637-51.2% |
| Participation rate | 45.2% | 75.5%-30.3pp | 82.1%-36.9pp | 68.1%-22.9pp |
| Annual return | 14.12% | 27.49%-13.4pp | 70.43%-56.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,603 | $3,417-53.1% | $4,593-65.1% | $2,552-37.2% |
| Participant deferral / active EE | $4,631 | $6,496-28.7% | $7,906-41.4% | $4,126+12.2% |
| Admin fee / account holder | $11,418 | $8,415+35.7% | $13,708-16.7% | $7,339+55.6% |