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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 | $50,123 | $45,043+11.3% | $85,063-41.1% | $74,400-32.6% |
| Participation rate | 37.5% | 49.4%-11.9pp | 67.5%-30.0pp | 67.2%-29.7pp |
| Annual return | 10.40% | 26.26%-15.9pp | 66.54%-56.1pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $570 | $1,458-60.9% | $2,727-79.1% | $2,624-78.3% |
| Participant deferral / active EE | $2,105 | $2,733-23.0% | $4,523-53.4% | $4,348-51.6% |
| Admin fee / account holder | $7,099 | $2,210+221.2% | $6,155+15.3% | $1,944+265.2% |