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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 | $56,774 | $101,950-44.3% | $125,529-54.8% | $86,983-34.7% |
| Participation rate | 53.7% | 70.2%-16.4pp | 74.7%-21.0pp | 69.5%-15.8pp |
| Annual return | 10.43% | 18.29%-7.9pp | 202.56%-192.1pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,416 | $2,358-40.0% | $3,058-53.7% | $2,584-45.2% |
| Participant deferral / active EE | $2,160 | $3,862-44.1% | $4,813-55.1% | $4,194-48.5% |
| Admin fee / account holder | $1,996 | $12,791-84.4% | $16,298-87.8% | $7,856-74.6% |