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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 | $77,536 | $65,440+18.5% | $98,506-21.3% | $85,851-9.7% |
| Participation rate | 54.4% | 65.0%-10.6pp | 73.3%-19.0pp | 69.3%-14.9pp |
| Annual return | 11.30% | 21.75%-10.5pp | 1494.92%-1483.6pp | 318.63%-307.3pp |
| Employer contribution / active EE | $1,487 | $2,169-31.4% | $2,961-49.8% | $2,565-42.0% |
| Participant deferral / active EE | $2,156 | $3,168-31.9% | $4,277-49.6% | $3,952-45.5% |
| Admin fee / account holder | $1,396 | $4,596-69.6% | $5,955-76.5% | $6,261-77.7% |