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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 | $45,280 | $62,592-27.7% | $85,693-47.2% | $85,856-47.3% |
| Participation rate | 34.9% | 61.1%-26.2pp | 69.9%-35.0pp | 69.3%-34.4pp |
| Annual return | 6.24% | 23.77%-17.5pp | 21.49%-15.3pp | 318.58%-312.3pp |
| Employer contribution / active EE | $656 | $1,755-62.6% | $2,618-75.0% | $2,565-74.4% |
| Participant deferral / active EE | $2,451 | $2,802-12.5% | $3,923-37.5% | $3,952-38.0% |
| Admin fee / account holder | $10,560 | $4,643+127.5% | $6,874+53.6% | $6,261+68.7% |