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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 | $46,181 | $58,627-21.2% | $76,735-39.8% | $82,448-44.0% |
| Participation rate | 46.7% | 63.2%-16.6pp | 69.5%-22.8pp | 68.1%-21.4pp |
| Annual return | 7.44% | 39.10%-31.7pp | 29.77%-22.3pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,283 | $1,729-25.8% | $2,454-47.7% | $2,551-49.7% |
| Participant deferral / active EE | $3,173 | $3,134+1.3% | $4,088-22.4% | $4,139-23.3% |
| Admin fee / account holder | $15,001 | $5,323+181.8% | $7,189+108.7% | $7,234+107.4% |