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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 | $83,256 | $41,150+102.3% | $80,627+3.3% | $71,511+16.4% |
| Participation rate | 20.5% | 50.3%-29.7pp | 67.0%-46.5pp | 67.9%-47.4pp |
| Annual return | 13.05% | 38.48%-25.4pp | 936.76%-923.7pp | 28.86%-15.8pp |
| Employer contribution / active EE | $1,008 | $1,515-33.5% | $2,723-63.0% | $2,589-61.1% |
| Participant deferral / active EE | $1,250 | $2,701-53.7% | $4,443-71.9% | $4,291-70.9% |
| Admin fee / account holder | $1,507 | $1,841-18.2% | $5,381-72.0% | $1,588-5.2% |