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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 | $39,066 | $55,902-30.1% | $76,030-48.6% | $80,959-51.7% |
| Participation rate | 60.7% | 62.1%-1.4pp | 69.1%-8.3pp | 67.7%-7.0pp |
| Annual return | 7.74% | 20.59%-12.9pp | 361.54%-353.8pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,262 | $1,867-32.4% | $2,688-53.1% | $2,757-54.2% |
| Participant deferral / active EE | $1,960 | $3,051-35.7% | $4,257-54.0% | $4,300-54.4% |
| Admin fee / account holder | $3,400 | $5,239-35.1% | $6,421-47.0% | $6,925-50.9% |