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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 | $55,329 | $48,011+15.2% | $63,803-13.3% | $82,637-33.0% |
| Participation rate | 35.4% | 66.6%-31.1pp | 72.7%-37.3pp | 68.1%-32.6pp |
| Annual return | 8.08% | 19.84%-11.8pp | 543.72%-535.6pp | 53.51%-45.4pp |
| Employer contribution / active EE | $530 | $1,904-72.2% | $2,532-79.1% | $2,552-79.3% |
| Participant deferral / active EE | $2,373 | $2,846-16.6% | $3,843-38.2% | $4,126-42.5% |
| Admin fee / account holder | $2,870 | $3,873-25.9% | $5,196-44.8% | $7,339-60.9% |