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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 | $78,192 | $65,440+19.5% | $98,506-20.6% | $85,851-8.9% |
| Participation rate | 54.3% | 65.0%-10.7pp | 73.3%-19.1pp | 69.3%-15.0pp |
| Annual return | 11.21% | 21.75%-10.5pp | 1494.92%-1483.7pp | 318.63%-307.4pp |
| Employer contribution / active EE | $1,624 | $2,169-25.2% | $2,961-45.2% | $2,565-36.7% |
| Participant deferral / active EE | $2,995 | $3,168-5.5% | $4,277-30.0% | $3,952-24.2% |
| Admin fee / account holder | $1,665 | $4,596-63.8% | $5,955-72.0% | $6,261-73.4% |