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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 | $58,997 | $99,994-41.0% | $146,643-59.8% | $85,847-31.3% |
| Participation rate | 40.8% | 73.1%-32.2pp | 80.1%-39.3pp | 69.3%-28.5pp |
| Annual return | 11.03% | 18.93%-7.9pp | 22.75%-11.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $1,456 | $2,559-43.1% | $4,137-64.8% | $2,565-43.3% |
| Participant deferral / active EE | $2,680 | $4,006-33.1% | $5,506-51.3% | $3,952-32.2% |
| Admin fee / account holder | $1,184 | $7,703-84.6% | $10,280-88.5% | $6,261-81.1% |