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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 | $49,989 | $48,284+3.5% | $67,524-26.0% | $80,911-38.2% |
| Participation rate | 23.8% | 66.4%-42.6pp | 72.9%-49.1pp | 67.6%-43.8pp |
| Annual return | 10.31% | 18.27%-8.0pp | 3519.41%-3509.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $815 | $2,021-59.7% | $2,734-70.2% | $2,756-70.4% |
| Participant deferral / active EE | $1,944 | $2,927-33.6% | $4,001-51.4% | $4,297-54.8% |
| Admin fee / account holder | $5,152 | $3,688+39.7% | $4,001+28.8% | $6,935-25.7% |