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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 | $44,116 | $83,369-47.1% | $105,223-58.1% | $67,986-35.1% |
| Participation rate | 28.2% | 56.3%-28.1pp | 75.0%-46.9pp | 57.2%-29.0pp |
| Annual return | 12.32% | 24.64%-12.3pp | 180.65%-168.3pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,397 | $2,541-45.0% | $3,689-62.1% | $2,019-30.8% |
| Participant deferral / active EE | $2,133 | $3,295-35.3% | $5,072-57.9% | $3,358-36.5% |
| Admin fee / account holder | $1,109 | $4,073-72.8% | $8,859-87.5% | $3,203-65.4% |