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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 | $43,604 | $65,041-33.0% | $90,965-52.1% | $79,858-45.4% |
| Participation rate | 49.2% | 61.6%-12.4pp | 69.0%-19.8pp | 69.6%-20.4pp |
| Annual return | 9.90% | 30.45%-20.6pp | 134.57%-124.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $914 | $1,247-26.7% | $2,122-56.9% | $2,471-63.0% |
| Participant deferral / active EE | $3,008 | $2,512+19.8% | $3,373-10.8% | $3,740-19.6% |
| Admin fee / account holder | $7,866 | $4,536+73.4% | $5,960+32.0% | $5,306+48.3% |