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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 | $19,443 | $61,125-68.2% | $94,057-79.3% | $87,485-77.8% |
| Participation rate | 47.6% | 64.1%-16.4pp | 73.3%-25.7pp | 68.9%-21.3pp |
| Annual return | 10.60% | 35.20%-24.6pp | 480.62%-470.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,637 | $2,136-23.4% | $2,933-44.2% | $2,596-37.0% |
| Participant deferral / active EE | $2,114 | $3,260-35.2% | $4,709-55.1% | $4,274-50.5% |
| Admin fee / account holder | $2,891 | $5,629-48.6% | $7,244-60.1% | $7,775-62.8% |