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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 | $76,567 | $48,284+58.6% | $67,524+13.4% | $80,911-5.4% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.6%-27.6pp |
| Annual return | 11.02% | 18.27%-7.3pp | 3519.41%-3508.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $533 | $2,021-73.6% | $2,734-80.5% | $2,756-80.7% |
| Participant deferral / active EE | $1,559 | $2,927-46.7% | $4,001-61.1% | $4,297-63.7% |
| Admin fee / account holder | $1,017 | $3,688-72.4% | $4,001-74.6% | $6,935-85.3% |