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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 | $42,282 | $88,360-52.1% | $145,433-70.9% | $67,986-37.8% |
| Participation rate | 33.0% | 65.5%-32.4pp | 82.1%-49.1pp | 57.2%-24.2pp |
| Annual return | 14.22% | 63.15%-48.9pp | 66.58%-52.4pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,693 | $3,054-44.6% | $4,554-62.8% | $2,019-16.1% |
| Participant deferral / active EE | $2,180 | $5,932-63.3% | $7,897-72.4% | $3,358-35.1% |
| Admin fee / account holder | $5,219 | $3,313+57.5% | $13,129-60.2% | $3,203+62.9% |