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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 | $49,363 | $48,284+2.2% | $67,524-26.9% | $80,911-39.0% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.6%-33.2pp |
| Annual return | 10.44% | 18.27%-7.8pp | 3519.41%-3509.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $405 | $2,021-80.0% | $2,734-85.2% | $2,756-85.3% |
| Participant deferral / active EE | $1,748 | $2,927-40.3% | $4,001-56.3% | $4,297-59.3% |
| Admin fee / account holder | $1,111 | $3,688-69.9% | $4,001-72.2% | $6,935-84.0% |