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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 | $71,002 | $47,479+49.5% | $62,929+12.8% | $82,448-13.9% |
| Participation rate | 34.2% | 66.9%-32.7pp | 73.1%-38.9pp | 68.1%-33.9pp |
| Annual return | 5.08% | 20.34%-15.3pp | 1063.93%-1058.8pp | 41.64%-36.6pp |
| Employer contribution / active EE | $1,103 | $1,885-41.5% | $2,505-56.0% | $2,551-56.8% |
| Participant deferral / active EE | $2,262 | $2,870-21.2% | $3,888-41.8% | $4,139-45.4% |
| Admin fee / account holder | $8,624 | $3,804+126.7% | $5,065+70.3% | $7,234+19.2% |