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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 | $83,223 | $71,215+16.9% | $93,696-11.2% | $80,935+2.8% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.7%-21.2pp |
| Annual return | 9.84% | 11.27%-1.4pp | 133.74%-123.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,485 | $1,565-5.1% | $2,422-38.7% | $2,757-46.1% |
| Participant deferral / active EE | $2,648 | $4,037-34.4% | $4,417-40.1% | $4,299-38.4% |
| Admin fee / account holder | $2,769 | $6,958-60.2% | $8,287-66.6% | $6,924-60.0% |