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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 | $40,628 | $107,421-62.2% | $182,262-77.7% | $94,015-56.8% |
| Participation rate | 54.4% | 77.8%-23.3pp | 84.2%-29.8pp | 70.8%-16.4pp |
| Annual return | 11.73% | 21.32%-9.6pp | 140.60%-128.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,689 | $3,448-51.0% | $5,046-66.5% | $2,790-39.5% |
| Participant deferral / active EE | $3,353 | $6,558-48.9% | $8,276-59.5% | $4,249-21.1% |
| Admin fee / account holder | $12,194 | $8,692+40.3% | $16,712-27.0% | $8,951+36.2% |