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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 | $42,557 | $71,208-40.2% | $93,681-54.6% | $80,911-47.4% |
| Participation rate | 69.8% | 60.4%+9.4pp | 68.7%+1.1pp | 67.6%+2.2pp |
| Annual return | 8.81% | 11.27%-2.5pp | 133.47%-124.7pp | 35.63%-26.8pp |
| Employer contribution / active EE | $993 | $1,564-36.6% | $2,422-59.0% | $2,756-64.0% |
| Participant deferral / active EE | $3,062 | $4,035-24.1% | $4,415-30.6% | $4,297-28.7% |
| Admin fee / account holder | $3,572 | $6,951-48.6% | $8,290-56.9% | $6,935-48.5% |