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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 | $61,125-31.7% | $94,057-55.6% | $87,485-52.3% |
| Participation rate | 58.2% | 64.1%-5.9pp | 73.3%-15.1pp | 68.9%-10.7pp |
| Annual return | 11.40% | 35.20%-23.8pp | 480.62%-469.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,198 | $2,136-43.9% | $2,933-59.1% | $2,596-53.8% |
| Participant deferral / active EE | $1,359 | $3,260-58.3% | $4,709-71.1% | $4,274-68.2% |
| Admin fee / account holder | $2,868 | $5,629-49.0% | $7,244-60.4% | $7,775-63.1% |