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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 | $33,559 | $57,590-41.7% | $86,233-61.1% | $82,448-59.3% |
| Participation rate | 67.6% | 57.9%+9.8pp | 69.0%-1.4pp | 68.1%-0.4pp |
| Annual return | 10.41% | 22.41%-12.0pp | 61.39%-51.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,466 | $1,655-11.5% | $2,504-41.5% | $2,551-42.5% |
| Participant deferral / active EE | $2,259 | $3,080-26.6% | $4,559-50.4% | $4,139-45.4% |
| Admin fee / account holder | $3,182 | $4,730-32.7% | $8,342-61.9% | $7,234-56.0% |