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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 | $60,326 | $45,119+33.7% | $85,126-29.1% | $74,429-18.9% |
| Participation rate | 26.6% | 49.4%-22.7pp | 67.5%-40.9pp | 67.2%-40.6pp |
| Annual return | 10.52% | 26.28%-15.8pp | 66.63%-56.1pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $613 | $1,460-58.0% | $2,731-77.6% | $2,625-76.7% |
| Participant deferral / active EE | $1,638 | $2,738-40.2% | $4,523-63.8% | $4,348-62.3% |
| Admin fee / account holder | $4,808 | $2,214+117.2% | $6,160-21.9% | $1,944+147.3% |