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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 | $65,514 | $217,432-69.9% | $185,849-64.7% | $167,536-60.9% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 8.45% | 148.42%-140.0pp | 122.10%-113.6pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,328 | $5,875-77.4% | $5,169-74.3% | $4,839-72.6% |
| Participant deferral / active EE | $2,476 | $6,357-61.1% | $5,569-55.5% | $6,342-61.0% |
| Admin fee / account holder | $902 | $19,818-95.4% | $16,244-94.4% | $12,315-92.7% |