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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 | $40,934 | $48,053-14.8% | $84,623-51.6% | $72,983-43.9% |
| Participation rate | 27.3% | 57.6%-30.3pp | 68.2%-41.0pp | 69.5%-42.2pp |
| Annual return | 14.54% | 37.39%-22.8pp | 258.77%-244.2pp | 81.01%-66.5pp |
| Employer contribution / active EE | $272 | $1,602-83.0% | $2,652-89.7% | $2,440-88.8% |
| Participant deferral / active EE | $913 | $2,681-65.9% | $3,899-76.6% | $3,608-74.7% |
| Admin fee / account holder | $6,133 | $3,395+80.6% | $4,913+24.8% | $5,124+19.7% |