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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 | $42,580 | $53,128-19.9% | $86,582-50.8% | $70,126-39.3% |
| Participation rate | 48.8% | 65.3%-16.5pp | 73.5%-24.8pp | 69.5%-20.8pp |
| Annual return | 12.06% | 27.66%-15.6pp | 965.08%-953.0pp | 73.15%-61.1pp |
| Employer contribution / active EE | $553 | $2,068-73.2% | $2,839-80.5% | $2,343-76.4% |
| Participant deferral / active EE | $2,120 | $2,695-21.3% | $3,609-41.2% | $3,332-36.4% |
| Admin fee / account holder | $2,821 | $3,584-21.3% | $4,904-42.5% | $4,645-39.3% |