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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 | $40,050 | $114,712-65.1% | $173,730-76.9% | $87,485-54.2% |
| Participation rate | 61.9% | 73.0%-11.1pp | 79.6%-17.7pp | 68.9%-7.0pp |
| Annual return | 10.74% | 20.18%-9.4pp | 19.96%-9.2pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,461 | $2,904-49.7% | $4,577-68.1% | $2,596-43.7% |
| Participant deferral / active EE | $3,510 | $4,642-24.4% | $6,326-44.5% | $4,274-17.9% |
| Admin fee / account holder | $27,568 | $10,210+170.0% | $17,523+57.3% | $7,775+254.6% |