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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 | $56,643 | $101,950-44.4% | $125,529-54.9% | $86,983-34.9% |
| Participation rate | 60.4% | 70.2%-9.7pp | 74.7%-14.3pp | 69.5%-9.1pp |
| Annual return | 10.18% | 18.29%-8.1pp | 202.56%-192.4pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,051 | $2,358-55.4% | $3,058-65.6% | $2,584-59.3% |
| Participant deferral / active EE | $2,263 | $3,862-41.4% | $4,813-53.0% | $4,194-46.0% |
| Admin fee / account holder | $9,496 | $12,791-25.8% | $16,298-41.7% | $7,856+20.9% |