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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 | $56,774 | $97,648-41.9% | $121,663-53.3% | $87,485-35.1% |
| Participation rate | 53.7% | 70.5%-16.7pp | 74.5%-20.8pp | 68.9%-15.2pp |
| Annual return | 10.43% | 18.03%-7.6pp | 147.54%-137.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,416 | $2,300-38.5% | $3,020-53.1% | $2,596-45.5% |
| Participant deferral / active EE | $2,160 | $3,923-44.9% | $4,887-55.8% | $4,274-49.4% |
| Admin fee / account holder | $1,996 | $11,100-82.0% | $14,289-86.0% | $7,775-74.3% |