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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 | $59,331 | $53,127+11.7% | $86,597-31.5% | $70,131-15.4% |
| Participation rate | 47.6% | 65.3%-17.7pp | 73.5%-25.9pp | 69.5%-21.9pp |
| Annual return | 12.18% | 27.66%-15.5pp | 964.96%-952.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,013 | $2,068-51.0% | $2,840-64.3% | $2,342-56.7% |
| Participant deferral / active EE | $2,060 | $2,696-23.6% | $3,609-42.9% | $3,332-38.2% |
| Admin fee / account holder | $4,966 | $3,585+38.5% | $4,906+1.2% | $4,645+6.9% |