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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 | $68,993 | $48,327+42.8% | $67,575+2.1% | $80,935-14.8% |
| Participation rate | 52.0% | 66.4%-14.4pp | 72.9%-20.9pp | 67.7%-15.7pp |
| Annual return | 9.05% | 18.31%-9.3pp | 3528.98%-3519.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $730 | $2,022-63.9% | $2,736-73.3% | $2,757-73.5% |
| Participant deferral / active EE | $2,259 | $2,927-22.8% | $4,003-43.6% | $4,299-47.5% |
| Admin fee / account holder | $1,655 | $3,692-55.2% | $3,993-58.6% | $6,924-76.1% |