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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 | $55,015 | $55,889-1.6% | $76,119-27.7% | $80,935-32.0% |
| Participation rate | 39.4% | 62.1%-22.7pp | 69.1%-29.7pp | 67.7%-28.3pp |
| Annual return | 7.79% | 20.58%-12.8pp | 361.25%-353.5pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,036 | $1,866-44.5% | $2,693-61.5% | $2,757-62.4% |
| Participant deferral / active EE | $2,213 | $3,051-27.5% | $4,259-48.0% | $4,299-48.5% |
| Admin fee / account holder | $2,249 | $5,241-57.1% | $6,421-65.0% | $6,924-67.5% |