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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 | $62,801 | $77,814-19.3% | $158,223-60.3% | $86,983-27.8% |
| Participation rate | 59.2% | 68.4%-9.2pp | 79.2%-20.0pp | 69.5%-10.4pp |
| Annual return | 11.59% | 30.54%-19.0pp | 52.09%-40.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $397 | $2,592-84.7% | $4,109-90.3% | $2,584-84.6% |
| Participant deferral / active EE | $2,657 | $3,270-18.7% | $5,467-51.4% | $4,194-36.6% |
| Admin fee / account holder | $17,990 | $5,879+206.0% | $16,047+12.1% | $7,856+129.0% |