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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 | $29,422 | $70,684-58.4% | $169,390-82.6% | $75,173-60.9% |
| Participation rate | 45.7% | 64.8%-19.1pp | 77.2%-31.5pp | 67.2%-21.6pp |
| Annual return | 13.67% | 36.38%-22.7pp | 406.07%-392.4pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,135 | $2,211-48.6% | $4,013-71.7% | $2,671-57.5% |
| Participant deferral / active EE | $1,942 | $4,310-54.9% | $6,222-68.8% | $4,126-52.9% |
| Admin fee / account holder | $7,218 | $5,404+33.6% | $9,015-19.9% | $5,651+27.7% |