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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 | $62,182 | $49,025+26.8% | $87,502-28.9% | $62,881-1.1% |
| Participation rate | 45.7% | 64.9%-19.2pp | 73.8%-28.1pp | 69.3%-23.6pp |
| Annual return | 4.05% | 10.02%-6.0pp | 12.21%-8.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $836 | $1,372-39.1% | $2,550-67.2% | $2,281-63.4% |
| Participant deferral / active EE | $1,271 | $2,289-44.5% | $3,149-59.6% | $3,203-60.3% |
| Admin fee / account holder | $14,943 | $4,065+267.6% | $4,221+254.1% | $4,296+247.9% |