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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 | $69,792 | $65,566+6.4% | $86,235-19.1% | $75,177-7.2% |
| Participation rate | 36.4% | 60.5%-24.1pp | 69.0%-32.6pp | 67.2%-30.8pp |
| Annual return | 7.97% | 46.07%-38.1pp | 1170.03%-1162.1pp | 160.75%-152.8pp |
| Employer contribution / active EE | $1,424 | $1,553-8.3% | $2,381-40.2% | $2,671-46.7% |
| Participant deferral / active EE | $3,759 | $3,023+24.4% | $3,987-5.7% | $4,126-8.9% |
| Admin fee / account holder | $84,247 | $5,470+1440.2% | $6,856+1128.9% | $5,651+1390.7% |