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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 | $49,245 | $79,223-37.8% | $102,460-51.9% | $74,478-33.9% |
| Participation rate | 63.3% | 74.8%-11.5pp | 76.5%-13.2pp | 67.2%-3.9pp |
| Annual return | 9.89% | 54.98%-45.1pp | 29.47%-19.6pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $2,095 | $2,363-11.3% | $3,025-30.7% | $2,626-20.2% |
| Participant deferral / active EE | $3,338 | $4,417-24.4% | $5,056-34.0% | $4,350-23.3% |
| Admin fee / account holder | $3,474 | $2,003+73.4% | $9,460-63.3% | $1,946+78.5% |