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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 | $32,043 | $49,976-35.9% | $66,674-51.9% | $82,637-61.2% |
| Participation rate | 42.9% | 63.1%-20.2pp | 73.7%-30.8pp | 68.1%-25.2pp |
| Annual return | 10.14% | 39.09%-28.9pp | 321.24%-311.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,742 | $1,988-12.4% | $2,620-33.5% | $2,552-31.7% |
| Participant deferral / active EE | $686 | $2,847-75.9% | $4,084-83.2% | $4,126-83.4% |
| Admin fee / account holder | $1,079 | $4,594-76.5% | $5,098-78.8% | $7,339-85.3% |