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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 | $45,043+33.9% | $85,063-29.1% | $74,400-18.9% |
| Participation rate | 26.6% | 49.4%-22.7pp | 67.5%-40.9pp | 67.2%-40.6pp |
| Annual return | 10.52% | 26.26%-15.7pp | 66.54%-56.0pp | 1367.51%-1357.0pp |
| Employer contribution / active EE | $613 | $1,458-58.0% | $2,727-77.5% | $2,624-76.7% |
| Participant deferral / active EE | $1,638 | $2,733-40.1% | $4,523-63.8% | $4,348-62.3% |
| Admin fee / account holder | $4,808 | $2,210+117.6% | $6,155-21.9% | $1,944+147.4% |