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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 | $54,500 | $22,602+141.1% | $65,566-16.9% | $75,173-27.5% |
| Participation rate | 39.5% | 63.1%-23.6pp | 64.9%-25.5pp | 67.2%-27.7pp |
| Annual return | 11.57% | 71.13%-59.6pp | 47.40%-35.8pp | 160.72%-149.2pp |
| Employer contribution / active EE | $777 | $941-17.4% | $1,692-54.1% | $2,671-70.9% |
| Participant deferral / active EE | $2,029 | $1,695+19.7% | $2,832-28.4% | $4,126-50.8% |
| Admin fee / account holder | $3,845 | $1,877+104.8% | $4,114-6.5% | $5,651-31.9% |