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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 | $30,493 | $48,364-37.0% | $71,796-57.5% | $62,881-51.5% |
| Participation rate | 55.6% | 60.6%-5.1pp | 69.1%-13.6pp | 69.3%-13.7pp |
| Annual return | 2.63% | 13.16%-10.5pp | 78.04%-75.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,704 | $1,042+63.5% | $1,924-11.5% | $2,281-25.3% |
| Participant deferral / active EE | $2,358 | $2,091+12.7% | $2,794-15.6% | $3,203-26.4% |
| Admin fee / account holder | $2,723 | $3,771-27.8% | $4,815-43.4% | $4,296-36.6% |