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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 | $52,507+28.3% | $129,406-47.9% | $74,478-9.5% |
| Participation rate | 35.7% | 53.9%-18.2pp | 69.6%-33.9pp | 67.2%-31.5pp |
| Annual return | 11.45% | 15.64%-4.2pp | 9468.18%-9456.7pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,280 | $1,534-16.5% | $4,155-69.2% | $2,626-51.2% |
| Participant deferral / active EE | $1,476 | $2,801-47.3% | $4,167-64.6% | $4,350-66.1% |
| Admin fee / account holder | $6,471 | $2,639+145.2% | $7,689-15.8% | $1,946+232.5% |