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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 | $48,567 | $68,586-29.2% | $120,380-59.7% | $80,911-40.0% |
| Participation rate | 34.4% | 61.6%-27.2pp | 71.9%-37.5pp | 67.6%-33.2pp |
| Annual return | 9.08% | 23.62%-14.5pp | 107.28%-98.2pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,298 | $2,053-36.8% | $3,465-62.6% | $2,756-52.9% |
| Participant deferral / active EE | $2,477 | $3,174-22.0% | $4,992-50.4% | $4,297-42.4% |
| Admin fee / account holder | $15,449 | $5,733+169.5% | $9,421+64.0% | $6,935+122.8% |