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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 | $70,093 | $48,337+45.0% | $67,560+3.7% | $80,959-13.4% |
| Participation rate | 37.7% | 66.4%-28.8pp | 72.9%-35.3pp | 67.7%-30.0pp |
| Annual return | 7.12% | 18.26%-11.1pp | 3533.50%-3526.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $579 | $2,023-71.4% | $2,737-78.8% | $2,757-79.0% |
| Participant deferral / active EE | $1,154 | $2,928-60.6% | $4,004-71.2% | $4,300-73.2% |
| Admin fee / account holder | $3,686 | $3,695-0.2% | $3,994-7.7% | $6,925-46.8% |