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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 | $58,696 | $86,288-32.0% | $111,306-47.3% | $85,851-31.6% |
| Participation rate | 39.7% | 73.3%-33.7pp | 77.3%-37.7pp | 69.3%-29.7pp |
| Annual return | 10.02% | 19.99%-10.0pp | 54.67%-44.7pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,060 | $2,044-48.1% | $2,732-61.2% | $2,565-58.7% |
| Participant deferral / active EE | $2,252 | $3,641-38.2% | $4,488-49.8% | $3,952-43.0% |
| Admin fee / account holder | $5,532 | $8,189-32.4% | $7,966-30.5% | $6,261-11.6% |