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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 | $57,215 | $49,976+14.5% | $66,674-14.2% | $82,637-30.8% |
| Participation rate | 45.9% | 63.1%-17.1pp | 73.7%-27.7pp | 68.1%-22.1pp |
| Annual return | 12.52% | 39.09%-26.6pp | 321.24%-308.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,382 | $1,988-30.5% | $2,620-47.2% | $2,552-45.8% |
| Participant deferral / active EE | $3,684 | $2,847+29.4% | $4,084-9.8% | $4,126-10.7% |
| Admin fee / account holder | $1,514 | $4,594-67.0% | $5,098-70.3% | $7,339-79.4% |