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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 | $62,259 | $87,166-28.6% | $76,735-18.9% | $137,256-54.6% |
| Participation rate | 47.8% | 74.4%-26.5pp | 69.5%-21.7pp | 80.0%-32.1pp |
| Annual return | 10.78% | 26.50%-15.7pp | 29.77%-19.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,527 | $2,904-47.4% | $2,454-37.8% | $4,156-63.3% |
| Participant deferral / active EE | $3,771 | $4,726-20.2% | $4,088-7.8% | $6,407-41.1% |
| Admin fee / account holder | $2,015 | $8,403-76.0% | $7,189-72.0% | $12,270-83.6% |