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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 | $84,822 | $51,638+64.3% | $68,368+24.1% | $82,448+2.9% |
| Participation rate | 41.7% | 63.6%-21.9pp | 73.8%-32.1pp | 68.1%-26.4pp |
| Annual return | 13.14% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,018 | $2,047-50.3% | $2,649-61.6% | $2,551-60.1% |
| Participant deferral / active EE | $3,005 | $2,914+3.1% | $4,123-27.1% | $4,139-27.4% |
| Admin fee / account holder | $452 | $4,643-90.3% | $5,150-91.2% | $7,234-93.8% |