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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 | $50,288 | $65,555-23.3% | $86,216-41.7% | $75,173-33.1% |
| Participation rate | 60.5% | 60.5%0pp | 69.0%-8.4pp | 67.2%-6.7pp |
| Annual return | 11.60% | 46.07%-34.5pp | 1169.42%-1157.8pp | 160.72%-149.1pp |
| Employer contribution / active EE | $931 | $1,553-40.0% | $2,382-60.9% | $2,671-65.1% |
| Participant deferral / active EE | $1,970 | $3,023-34.8% | $3,986-50.6% | $4,126-52.3% |
| Admin fee / account holder | $3,647 | $5,469-33.3% | $6,853-46.8% | $5,651-35.5% |