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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 | $83,359 | $28,624+191.2% | $53,647+55.4% | $82,637+0.9% |
| Participation rate | 25.0% | 47.3%-22.3pp | 56.3%-31.3pp | 68.1%-43.1pp |
| Annual return | 12.42% | 664.98%-652.6pp | 358.33%-345.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $571 | $637-10.4% | $962-40.7% | $2,552-77.6% |
| Participant deferral / active EE | $4,007 | $1,196+235.0% | $1,813+121.0% | $4,126-2.9% |
| Admin fee / account holder | $317 | $2,022-84.3% | $2,460-87.1% | $7,339-95.7% |