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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 | $83,428 | $51,184+63.0% | $66,439+25.6% | $86,983-4.1% |
| Participation rate | 45.1% | 68.5%-23.4pp | 74.5%-29.4pp | 69.5%-24.4pp |
| Annual return | 7.68% | 17.07%-9.4pp | 757.66%-750.0pp | 25.83%-18.2pp |
| Employer contribution / active EE | $7,774 | $2,023+284.3% | $2,637+194.8% | $2,584+200.8% |
| Participant deferral / active EE | $981 | $2,927-66.5% | $3,876-74.7% | $4,194-76.6% |
| Admin fee / account holder | $1,173 | $4,154-71.8% | $6,173-81.0% | $7,856-85.1% |