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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 | $35,169 | $85,766-59.0% | $136,298-74.2% | $70,126-49.8% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 12.98% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,721 | $2,966-42.0% | $4,696-63.3% | $2,343-26.5% |
| Participant deferral / active EE | $6,367 | $5,051+26.0% | $6,247+1.9% | $3,332+91.1% |
| Admin fee / account holder | $355 | $5,421-93.5% | $9,244-96.2% | $4,645-92.4% |