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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 | $82,108 | $60,119+36.6% | $90,430-9.2% | $79,858+2.8% |
| Participation rate | 59.1% | 65.0%-5.9pp | 72.7%-13.6pp | 69.6%-10.5pp |
| Annual return | 9.88% | 71.94%-62.1pp | 1293.73%-1283.8pp | 31.72%-21.8pp |
| Employer contribution / active EE | $484 | $2,068-76.6% | $3,262-85.2% | $2,471-80.4% |
| Participant deferral / active EE | $2,438 | $2,938-17.0% | $3,963-38.5% | $3,740-34.8% |
| Admin fee / account holder | $2,697 | $3,976-32.2% | $5,613-52.0% | $5,306-49.2% |