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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 | $48,284+42.9% | $67,524+2.2% | $80,911-14.7% |
| Participation rate | 52.0% | 66.4%-14.4pp | 72.9%-20.9pp | 67.6%-15.6pp |
| Annual return | 9.05% | 18.27%-9.2pp | 3519.41%-3510.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $730 | $2,021-63.9% | $2,734-73.3% | $2,756-73.5% |
| Participant deferral / active EE | $2,259 | $2,927-22.8% | $4,001-43.5% | $4,297-47.4% |
| Admin fee / account holder | $1,655 | $3,688-55.1% | $4,001-58.6% | $6,935-76.1% |