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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 | $28,756 | $61,125-53.0% | $94,057-69.4% | $87,485-67.1% |
| Participation rate | 48.6% | 64.1%-15.4pp | 73.3%-24.7pp | 68.9%-20.3pp |
| Annual return | 12.14% | 35.20%-23.1pp | 480.62%-468.5pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,730 | $2,136-19.0% | $2,933-41.0% | $2,596-33.4% |
| Participant deferral / active EE | $2,117 | $3,260-35.1% | $4,709-55.0% | $4,274-50.5% |
| Admin fee / account holder | $2,552 | $5,629-54.7% | $7,244-64.8% | $7,775-67.2% |