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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 | $28,636 | $77,920-63.2% | $149,723-80.9% | $75,177-61.9% |
| Participation rate | 51.9% | 65.6%-13.7pp | 78.8%-26.9pp | 67.2%-15.4pp |
| Annual return | 12.66% | 31.72%-19.1pp | 134.50%-121.8pp | 160.75%-148.1pp |
| Employer contribution / active EE | $2,380 | $3,138-24.2% | $4,821-50.6% | $2,671-10.9% |
| Participant deferral / active EE | $3,124 | $3,411-8.4% | $5,682-45.0% | $4,126-24.3% |
| Admin fee / account holder | $7,233 | $5,951+21.6% | $13,215-45.3% | $5,651+28.0% |