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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 | $54,261 | $85,766-36.7% | $136,298-60.2% | $70,126-22.6% |
| Participation rate | 43.8% | 74.2%-30.4pp | 81.9%-38.2pp | 69.5%-25.8pp |
| Annual return | 12.90% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,219 | $2,966-58.9% | $4,696-74.1% | $2,343-48.0% |
| Participant deferral / active EE | $3,373 | $5,051-33.2% | $6,247-46.0% | $3,332+1.2% |
| Admin fee / account holder | $505 | $5,421-90.7% | $9,244-94.5% | $4,645-89.1% |