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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 | $49,261 | $77,908-36.8% | $149,696-67.1% | $75,173-34.5% |
| Participation rate | 26.9% | 65.6%-38.7pp | 78.8%-51.9pp | 67.2%-40.3pp |
| Annual return | 11.84% | 31.73%-19.9pp | 134.46%-122.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $2,270 | $3,138-27.7% | $4,821-52.9% | $2,671-15.0% |
| Participant deferral / active EE | $1,522 | $3,411-55.4% | $5,682-73.2% | $4,126-63.1% |
| Admin fee / account holder | $3,509 | $5,950-41.0% | $13,212-73.4% | $5,651-37.9% |