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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 | $51,283 | $47,479+8.0% | $62,929-18.5% | $82,448-37.8% |
| Participation rate | 63.1% | 66.9%-3.8pp | 73.1%-10.0pp | 68.1%-5.0pp |
| Annual return | 10.46% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $543 | $1,885-71.2% | $2,505-78.3% | $2,551-78.7% |
| Participant deferral / active EE | $2,087 | $2,870-27.3% | $3,888-46.3% | $4,139-49.6% |
| Admin fee / account holder | $4,417 | $3,804+16.1% | $5,065-12.8% | $7,234-39.0% |