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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 | $76,007 | $85,766-11.4% | $136,298-44.2% | $70,126+8.4% |
| Participation rate | 47.5% | 74.2%-26.7pp | 81.9%-34.4pp | 69.5%-22.0pp |
| Annual return | 7.35% | 31.46%-24.1pp | 5156.27%-5148.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $1,674 | $2,966-43.6% | $4,696-64.4% | $2,343-28.6% |
| Participant deferral / active EE | $3,518 | $5,051-30.4% | $6,247-43.7% | $3,332+5.6% |
| Admin fee / account holder | $369 | $5,421-93.2% | $9,244-96.0% | $4,645-92.1% |