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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 | $56,653 | $86,940-34.8% | $102,434-44.7% | $80,935-30.0% |
| Participation rate | 35.5% | 72.4%-36.9pp | 76.5%-41.0pp | 67.7%-32.2pp |
| Annual return | 9.91% | 18.89%-9.0pp | 29.46%-19.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,521 | $2,370-35.8% | $3,023-49.7% | $2,757-44.8% |
| Participant deferral / active EE | $1,971 | $4,121-52.2% | $5,055-61.0% | $4,299-54.2% |
| Admin fee / account holder | $14,393 | $8,047+78.9% | $9,462+52.1% | $6,924+107.9% |