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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 | $67,721 | $48,053+40.9% | $84,637-20.0% | $72,976-7.2% |
| Participation rate | 27.9% | 57.6%-29.7pp | 68.2%-40.4pp | 69.5%-41.6pp |
| Annual return | 12.20% | 37.39%-25.2pp | 258.82%-246.6pp | 81.02%-68.8pp |
| Employer contribution / active EE | $653 | $1,602-59.2% | $2,653-75.4% | $2,440-73.2% |
| Participant deferral / active EE | $1,370 | $2,681-48.9% | $3,900-64.9% | $3,608-62.0% |
| Admin fee / account holder | $2,003 | $3,395-41.0% | $4,914-59.2% | $5,124-60.9% |