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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 | $71,450 | $48,337+47.8% | $67,560+5.8% | $80,959-11.7% |
| Participation rate | 39.7% | 66.4%-26.7pp | 72.9%-33.2pp | 67.7%-28.0pp |
| Annual return | 9.16% | 18.26%-9.1pp | 3533.50%-3524.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,159 | $2,023-42.7% | $2,737-57.7% | $2,757-58.0% |
| Participant deferral / active EE | $3,075 | $2,928+5.0% | $4,004-23.2% | $4,300-28.5% |
| Admin fee / account holder | $7,763 | $3,695+110.1% | $3,994+94.4% | $6,925+12.1% |