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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 | $57,420 | $85,766-33.1% | $136,297-57.9% | $70,124-18.1% |
| Participation rate | 64.9% | 74.2%-9.3pp | 81.9%-17.1pp | 69.5%-4.7pp |
| Annual return | 12.34% | 31.45%-19.1pp | 5156.19%-5143.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,725 | $2,966-41.8% | $4,696-63.3% | $2,342-26.4% |
| Participant deferral / active EE | $3,781 | $5,051-25.2% | $6,247-39.5% | $3,332+13.5% |
| Admin fee / account holder | $1,646 | $5,420-69.6% | $9,244-82.2% | $4,645-64.6% |