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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 | $64,398 | $62,393+3.2% | $120,580-46.6% | $74,478-13.5% |
| Participation rate | 36.5% | 56.8%-20.2pp | 72.0%-35.4pp | 67.2%-30.7pp |
| Annual return | 9.64% | 18.61%-9.0pp | 107.48%-97.8pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $916 | $1,845-50.4% | $3,469-73.6% | $2,626-65.1% |
| Participant deferral / active EE | $2,064 | $2,886-28.5% | $4,995-58.7% | $4,350-52.6% |
| Admin fee / account holder | $3,622 | $2,396+51.2% | $9,418-61.5% | $1,946+86.1% |