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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 | $41,742 | $51,638-19.2% | $68,368-38.9% | $82,448-49.4% |
| Participation rate | 58.2% | 63.6%-5.4pp | 73.8%-15.5pp | 68.1%-9.9pp |
| Annual return | 11.40% | 37.53%-26.1pp | 292.57%-281.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,198 | $2,047-41.4% | $2,649-54.8% | $2,551-53.0% |
| Participant deferral / active EE | $1,359 | $2,914-53.3% | $4,123-67.0% | $4,139-67.2% |
| Admin fee / account holder | $2,868 | $4,643-38.2% | $5,150-44.3% | $7,234-60.4% |