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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 | $55,107 | $41,151+33.9% | $80,648-31.7% | $71,529-23.0% |
| Participation rate | 40.9% | 50.2%-9.3pp | 67.0%-26.1pp | 67.9%-27.0pp |
| Annual return | 12.99% | 38.49%-25.5pp | 937.21%-924.2pp | 28.97%-16.0pp |
| Employer contribution / active EE | $1,241 | $1,513-18.0% | $2,724-54.4% | $2,590-52.1% |
| Participant deferral / active EE | $1,826 | $2,700-32.4% | $4,443-58.9% | $4,291-57.5% |
| Admin fee / account holder | $1,759 | $1,842-4.5% | $5,382-67.3% | $1,588+10.7% |