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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 | $48,284+45.2% | $67,524+3.8% | $80,911-13.4% |
| Participation rate | 37.7% | 66.4%-28.7pp | 72.9%-35.2pp | 67.6%-30.0pp |
| Annual return | 7.12% | 18.27%-11.2pp | 3519.41%-3512.3pp | 35.63%-28.5pp |
| Employer contribution / active EE | $579 | $2,021-71.3% | $2,734-78.8% | $2,756-79.0% |
| Participant deferral / active EE | $1,154 | $2,927-60.6% | $4,001-71.2% | $4,297-73.1% |
| Admin fee / account holder | $3,686 | $3,6880% | $4,001-7.9% | $6,935-46.8% |