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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 | $75,020 | $85,766-12.5% | $136,298-45.0% | $70,126+7.0% |
| Participation rate | 45.2% | 74.2%-28.9pp | 81.9%-36.7pp | 69.5%-24.3pp |
| Annual return | 11.74% | 31.46%-19.7pp | 5156.27%-5144.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,320 | $2,966-55.5% | $4,696-71.9% | $2,343-43.7% |
| Participant deferral / active EE | $3,160 | $5,051-37.4% | $6,247-49.4% | $3,332-5.2% |
| Admin fee / account holder | $764 | $5,421-85.9% | $9,244-91.7% | $4,645-83.5% |