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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 | $64,436 | $54,690+17.8% | $76,030-15.2% | $74,478-13.5% |
| Participation rate | 30.8% | 60.3%-29.6pp | 69.1%-38.3pp | 67.2%-36.5pp |
| Annual return | 5.78% | 31.92%-26.1pp | 361.54%-355.8pp | 1370.56%-1364.8pp |
| Employer contribution / active EE | $932 | $1,781-47.7% | $2,688-65.3% | $2,626-64.5% |
| Participant deferral / active EE | $1,539 | $3,070-49.9% | $4,257-63.8% | $4,350-64.6% |
| Admin fee / account holder | $2,341 | $2,240+4.5% | $6,421-63.5% | $1,946+20.3% |