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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 | $55,209 | $65,434-15.6% | $98,483-43.9% | $85,847-35.7% |
| Participation rate | 42.9% | 65.0%-22.2pp | 73.3%-30.5pp | 69.3%-26.5pp |
| Annual return | 7.62% | 21.75%-14.1pp | 1494.38%-1486.8pp | 318.61%-311.0pp |
| Employer contribution / active EE | $882 | $2,169-59.3% | $2,961-70.2% | $2,565-65.6% |
| Participant deferral / active EE | $2,727 | $3,168-13.9% | $4,276-36.2% | $3,952-31.0% |
| Admin fee / account holder | $1,781 | $4,595-61.2% | $5,953-70.1% | $6,261-71.6% |