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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 | $54,717 | $24,618+122.3% | $71,585-23.6% | $82,637-33.8% |
| Participation rate | 38.5% | 68.2%-29.7pp | 68.2%-29.7pp | 68.1%-29.6pp |
| Annual return | 13.65% | 93.17%-79.5pp | 59.26%-45.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $357 | $852-58.1% | $1,669-78.6% | $2,552-86.0% |
| Participant deferral / active EE | $2,179 | $1,720+26.7% | $2,923-25.5% | $4,126-47.2% |
| Admin fee / account holder | $3,656 | $3,285+11.3% | $4,712-22.4% | $7,339-50.2% |