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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 | $52,171 | $49,891+4.6% | $80,607-35.3% | $75,181-30.6% |
| Participation rate | 29.6% | 55.3%-25.7pp | 67.0%-37.4pp | 67.2%-37.6pp |
| Annual return | 13.35% | 34.67%-21.3pp | 936.11%-922.8pp | 160.69%-147.3pp |
| Employer contribution / active EE | $751 | $1,698-55.8% | $2,724-72.4% | $2,671-71.9% |
| Participant deferral / active EE | $2,516 | $2,991-15.9% | $4,448-43.4% | $4,126-39.0% |
| Admin fee / account holder | $2,362 | $3,578-34.0% | $5,379-56.1% | $5,650-58.2% |