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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 | $70,013 | $85,766-18.4% | $136,298-48.6% | $70,126-0.2% |
| Participation rate | 53.1% | 74.2%-21.1pp | 81.9%-28.9pp | 69.5%-16.5pp |
| Annual return | 12.07% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,038 | $2,966-65.0% | $4,696-77.9% | $2,343-55.7% |
| Participant deferral / active EE | $7,986 | $5,051+58.1% | $6,247+27.8% | $3,332+139.7% |
| Admin fee / account holder | $11,029 | $5,421+103.5% | $9,244+19.3% | $4,645+137.4% |