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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 | $57,992 | $37,446+54.9% | $77,513-25.2% | $79,852-27.4% |
| Participation rate | 46.7% | 41.5%+5.1pp | 54.2%-7.5pp | 69.6%-23.0pp |
| Annual return | 8.16% | 39.76%-31.6pp | 54.81%-46.6pp | 31.72%-23.6pp |
| Employer contribution / active EE | $996 | $637+56.3% | $987+1.0% | $2,471-59.7% |
| Participant deferral / active EE | $1,700 | $1,261+34.9% | $1,861-8.6% | $3,740-54.5% |
| Admin fee / account holder | $7,968 | $2,506+218.0% | $2,859+178.7% | $5,306+50.2% |