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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 | $117,661 | $48,327+143.5% | $67,575+74.1% | $80,935+45.4% |
| Participation rate | 28.9% | 66.4%-37.5pp | 72.9%-44.0pp | 67.7%-38.8pp |
| Annual return | 9.61% | 18.31%-8.7pp | 3528.98%-3519.4pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,057 | $2,022-47.7% | $2,736-61.4% | $2,757-61.7% |
| Participant deferral / active EE | $1,709 | $2,927-41.6% | $4,003-57.3% | $4,299-60.3% |
| Admin fee / account holder | $765 | $3,692-79.3% | $3,993-80.8% | $6,924-88.9% |