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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 | $58,410 | $53,128+9.9% | $86,582-32.5% | $70,126-16.7% |
| Participation rate | 41.9% | 65.3%-23.4pp | 73.5%-31.7pp | 69.5%-27.7pp |
| Annual return | 12.09% | 27.66%-15.6pp | 965.08%-953.0pp | 73.15%-61.1pp |
| Employer contribution / active EE | $644 | $2,068-68.9% | $2,839-77.3% | $2,343-72.5% |
| Participant deferral / active EE | $2,496 | $2,695-7.4% | $3,609-30.8% | $3,332-25.1% |
| Admin fee / account holder | $805 | $3,584-77.6% | $4,904-83.6% | $4,645-82.7% |