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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 | $55,863 | $51,638+8.2% | $68,368-18.3% | $82,448-32.2% |
| Participation rate | 41.9% | 63.6%-21.7pp | 73.8%-31.8pp | 68.1%-26.1pp |
| Annual return | 11.88% | 37.53%-25.7pp | 292.57%-280.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $484 | $2,047-76.4% | $2,649-81.7% | $2,551-81.0% |
| Participant deferral / active EE | $1,434 | $2,914-50.8% | $4,123-65.2% | $4,139-65.4% |
| Admin fee / account holder | $2,541 | $4,643-45.3% | $5,150-50.7% | $7,234-64.9% |