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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 | $63,262 | $60,349+4.8% | $74,184-14.7% | $62,881+0.6% |
| Participation rate | 46.7% | 72.7%-26.1pp | 76.6%-30.0pp | 69.3%-22.6pp |
| Annual return | -3.39% | 21.38%-24.8pp | 17.74%-21.1pp | 20.14%-23.5pp |
| Employer contribution / active EE | $1,213 | $1,680-27.8% | $2,370-48.8% | $2,281-46.8% |
| Participant deferral / active EE | $2,408 | $2,856-15.7% | $3,550-32.2% | $3,203-24.8% |
| Admin fee / account holder | $2,453 | $4,261-42.4% | $5,586-56.1% | $4,296-42.9% |