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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 | $64,882 | $81,233-20.1% | $155,567-58.3% | $80,874-19.8% |
| Participation rate | 1.5% | 66.2%-64.7pp | 78.2%-76.7pp | 67.6%-66.1pp |
| Annual return | 10.46% | 33.33%-22.9pp | 64.74%-54.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,113 | $3,101-31.9% | $4,674-54.8% | $2,756-23.3% |
| Participant deferral / active EE | $3,312 | $3,452-4.0% | $5,628-41.1% | $4,297-22.9% |
| Admin fee / account holder | $4,933 | $7,998-38.3% | $15,916-69.0% | $6,935-28.9% |