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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 | $33,537 | $85,766-60.9% | $136,298-75.4% | $70,126-52.2% |
| Participation rate | 46.4% | 74.2%-27.7pp | 81.9%-35.5pp | 69.5%-23.1pp |
| Annual return | 9.87% | 31.46%-21.6pp | 5156.27%-5146.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $1,507 | $2,966-49.2% | $4,696-67.9% | $2,343-35.7% |
| Participant deferral / active EE | $3,118 | $5,051-38.3% | $6,247-50.1% | $3,332-6.4% |
| Admin fee / account holder | $2,839 | $5,421-47.6% | $9,244-69.3% | $4,645-38.9% |