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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 | $52,318 | $48,284+8.4% | $67,524-22.5% | $80,911-35.3% |
| Participation rate | 35.7% | 66.4%-30.7pp | 72.9%-37.2pp | 67.6%-31.9pp |
| Annual return | 8.94% | 18.27%-9.3pp | 3519.41%-3510.5pp | 35.63%-26.7pp |
| Employer contribution / active EE | $749 | $2,021-62.9% | $2,734-72.6% | $2,756-72.8% |
| Participant deferral / active EE | $1,254 | $2,927-57.2% | $4,001-68.7% | $4,297-70.8% |
| Admin fee / account holder | $6,179 | $3,688+67.5% | $4,001+54.4% | $6,935-10.9% |