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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 | $77,477 | $48,337+60.3% | $67,560+14.7% | $80,959-4.3% |
| Participation rate | 48.1% | 66.4%-18.4pp | 72.9%-24.9pp | 67.7%-19.6pp |
| Annual return | 5.66% | 18.26%-12.6pp | 3533.50%-3527.8pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,120 | $2,023-44.6% | $2,737-59.1% | $2,757-59.4% |
| Participant deferral / active EE | $2,680 | $2,928-8.5% | $4,004-33.1% | $4,300-37.7% |
| Admin fee / account holder | $1,161 | $3,695-68.6% | $3,994-70.9% | $6,925-83.2% |