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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 | $37,002 | $48,570-23.8% | $130,660-71.7% | $72,983-49.3% |
| Participation rate | 60.2% | 58.6%+1.7pp | 71.7%-11.5pp | 69.5%-9.2pp |
| Annual return | 15.38% | 38.63%-23.2pp | 1709.29%-1693.9pp | 81.01%-65.6pp |
| Employer contribution / active EE | $738 | $1,334-44.7% | $4,092-82.0% | $2,440-69.8% |
| Participant deferral / active EE | $1,539 | $2,384-35.4% | $3,603-57.3% | $3,608-57.3% |
| Admin fee / account holder | $1,622 | $3,549-54.3% | $5,463-70.3% | $5,124-68.3% |