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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 | $58,236 | $71,208-18.2% | $93,681-37.8% | $80,911-28.0% |
| Participation rate | 58.8% | 60.4%-1.6pp | 68.7%-9.9pp | 67.6%-8.8pp |
| Annual return | 9.87% | 11.27%-1.4pp | 133.47%-123.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,463 | $1,564-6.5% | $2,422-39.6% | $2,756-46.9% |
| Participant deferral / active EE | $5,449 | $4,035+35.0% | $4,415+23.4% | $4,297+26.8% |
| Admin fee / account holder | $4,528 | $6,951-34.8% | $8,290-45.4% | $6,935-34.7% |