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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 | $59,317 | $51,604+14.9% | $129,295-54.1% | $80,874-26.7% |
| Participation rate | 43.9% | 57.0%-13.1pp | 69.6%-25.7pp | 67.6%-23.7pp |
| Annual return | 9.90% | 20.76%-10.9pp | 9429.28%-9419.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $681 | $1,585-57.0% | $4,157-83.6% | $2,756-75.3% |
| Participant deferral / active EE | $919 | $2,670-65.6% | $4,169-78.0% | $4,297-78.6% |
| Admin fee / account holder | $3,390 | $4,310-21.3% | $7,665-55.8% | $6,935-51.1% |