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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 | $34,371 | $54,690-37.2% | $76,030-54.8% | $74,478-53.9% |
| Participation rate | 57.3% | 60.3%-3.1pp | 69.1%-11.8pp | 67.2%-10.0pp |
| Annual return | 8.46% | 31.92%-23.5pp | 361.54%-353.1pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $1,541 | $1,781-13.5% | $2,688-42.7% | $2,626-41.3% |
| Participant deferral / active EE | $2,448 | $3,070-20.3% | $4,257-42.5% | $4,350-43.7% |
| Admin fee / account holder | $2,094 | $2,240-6.5% | $6,421-67.4% | $1,946+7.6% |