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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 | $62,514 | $97,648-36.0% | $121,663-48.6% | $87,485-28.5% |
| Participation rate | 53.8% | 70.5%-16.6pp | 74.5%-20.6pp | 68.9%-15.1pp |
| Annual return | 8.93% | 18.03%-9.1pp | 147.54%-138.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $2,346 | $2,300+2.0% | $3,020-22.3% | $2,596-9.6% |
| Participant deferral / active EE | $3,984 | $3,923+1.5% | $4,887-18.5% | $4,274-6.8% |
| Admin fee / account holder | $31,205 | $11,100+181.1% | $14,289+118.4% | $7,775+301.4% |