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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 | $53,341 | $78,682-32.2% | $109,188-51.1% | $85,851-37.9% |
| Participation rate | 65.2% | 68.3%-3.1pp | 75.9%-10.7pp | 69.3%-4.2pp |
| Annual return | 9.25% | 25.09%-15.8pp | 25.76%-16.5pp | 318.63%-309.4pp |
| Employer contribution / active EE | $1,198 | $2,734-56.2% | $3,723-67.8% | $2,565-53.3% |
| Participant deferral / active EE | $2,371 | $3,468-31.6% | $4,654-49.0% | $3,952-40.0% |
| Admin fee / account holder | $13,526 | $5,470+147.3% | $6,755+100.2% | $6,261+116.0% |