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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 | $56,305 | $49,976+12.7% | $66,674-15.6% | $82,637-31.9% |
| Participation rate | 44.9% | 63.1%-18.2pp | 73.7%-28.8pp | 68.1%-23.2pp |
| Annual return | 12.57% | 39.09%-26.5pp | 321.24%-308.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $872 | $1,988-56.2% | $2,620-66.7% | $2,552-65.9% |
| Participant deferral / active EE | $2,460 | $2,847-13.6% | $4,084-39.8% | $4,126-40.4% |
| Admin fee / account holder | $20,486 | $4,594+346.0% | $5,098+301.8% | $7,339+179.1% |