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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 | $67,370 | $52,450+28.4% | $129,397-47.9% | $74,429-9.5% |
| Participation rate | 35.7% | 53.8%-18.1pp | 69.6%-33.9pp | 67.2%-31.5pp |
| Annual return | 11.45% | 15.65%-4.2pp | 9453.98%-9442.5pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,280 | $1,532-16.4% | $4,154-69.2% | $2,625-51.2% |
| Participant deferral / active EE | $1,476 | $2,797-47.2% | $4,167-64.6% | $4,348-66.1% |
| Admin fee / account holder | $6,471 | $2,636+145.5% | $7,679-15.7% | $1,944+232.8% |