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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 | $55,682 | $70,684-21.2% | $169,390-67.1% | $75,173-25.9% |
| Participation rate | 33.3% | 64.8%-31.5pp | 77.2%-43.8pp | 67.2%-33.9pp |
| Annual return | 13.53% | 36.38%-22.9pp | 406.07%-392.5pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,138 | $2,211-48.5% | $4,013-71.6% | $2,671-57.4% |
| Participant deferral / active EE | $2,471 | $4,310-42.7% | $6,222-60.3% | $4,126-40.1% |
| Admin fee / account holder | $365 | $5,404-93.2% | $9,015-96.0% | $5,651-93.5% |