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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 | $47,786 | $68,880-30.6% | $120,580-60.4% | $80,959-41.0% |
| Participation rate | 64.9% | 61.7%+3.2pp | 72.0%-7.1pp | 67.7%-2.8pp |
| Annual return | 10.13% | 23.68%-13.5pp | 107.48%-97.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,738 | $2,066-15.9% | $3,469-49.9% | $2,757-37.0% |
| Participant deferral / active EE | $3,384 | $3,191+6.1% | $4,995-32.3% | $4,300-21.3% |
| Admin fee / account holder | $468 | $5,785-91.9% | $9,418-95.0% | $6,925-93.2% |