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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 | $58,549 | $49,976+17.2% | $66,674-12.2% | $82,637-29.1% |
| Participation rate | 58.6% | 63.1%-4.5pp | 73.7%-15.1pp | 68.1%-9.4pp |
| Annual return | 11.64% | 39.09%-27.5pp | 321.24%-309.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,101 | $1,988-44.6% | $2,620-58.0% | $2,552-56.9% |
| Participant deferral / active EE | $1,913 | $2,847-32.8% | $4,084-53.2% | $4,126-53.6% |
| Admin fee / account holder | $3,294 | $4,594-28.3% | $5,098-35.4% | $7,339-55.1% |