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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 | $69,815 | $98,240-28.9% | $82,312-15.2% | $147,586-52.7% |
| Participation rate | 47.1% | 79.7%-32.7pp | 76.9%-29.8pp | 82.8%-35.8pp |
| Annual return | 3.90% | 30.85%-27.0pp | 25.88%-22.0pp | 578.59%-574.7pp |
| Employer contribution / active EE | $2,082 | $3,192-34.8% | $2,428-14.3% | $4,876-57.3% |
| Participant deferral / active EE | $2,112 | $4,383-51.8% | $3,706-43.0% | $5,439-61.2% |
| Admin fee / account holder | $10,561 | $8,563+23.3% | $5,608+88.3% | $10,886-3.0% |