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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 | $49,159 | $45,343+8.4% | $150,298-67.3% | $67,986-27.7% |
| Participation rate | 34.7% | 51.9%-17.1pp | 77.8%-43.0pp | 57.2%-22.5pp |
| Annual return | 9.91% | 33.28%-23.4pp | 62.79%-52.9pp | 31.67%-21.8pp |
| Employer contribution / active EE | $334 | $1,462-77.1% | $4,154-92.0% | $2,019-83.4% |
| Participant deferral / active EE | $1,595 | $2,055-22.4% | $5,453-70.7% | $3,358-52.5% |
| Admin fee / account holder | $6,516 | $2,250+189.6% | $14,116-53.8% | $3,203+103.4% |