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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 | $49,168 | $126,661-61.2% | $113,397-56.6% | $138,895-64.6% |
| Participation rate | 58.8% | 79.4%-20.6pp | 76.5%-17.7pp | 79.9%-21.1pp |
| Annual return | 8.71% | 25.05%-16.3pp | 23.20%-14.5pp | 145.39%-136.7pp |
| Employer contribution / active EE | $1,209 | $3,456-65.0% | $2,977-59.4% | $4,194-71.2% |
| Participant deferral / active EE | $2,998 | $5,693-47.3% | $5,076-40.9% | $6,396-53.1% |
| Admin fee / account holder | $15,657 | $14,549+7.6% | $11,957+30.9% | $12,562+24.6% |