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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 | $66,076 | $55,930+18.1% | $76,089-13.2% | $80,925-18.3% |
| Participation rate | 45.9% | 62.1%-16.2pp | 69.1%-23.2pp | 67.7%-21.8pp |
| Annual return | 9.45% | 20.58%-11.1pp | 360.94%-351.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,697 | $1,866-9.0% | $2,690-36.9% | $2,756-38.4% |
| Participant deferral / active EE | $3,599 | $3,051+18.0% | $4,259-15.5% | $4,299-16.3% |
| Admin fee / account holder | $10,429 | $5,241+99.0% | $6,418+62.5% | $6,940+50.3% |