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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 | $66,481 | $78,562-15.4% | $105,608-37.0% | $74,429-10.7% |
| Participation rate | 47.4% | 72.8%-25.4pp | 75.3%-27.9pp | 67.2%-19.8pp |
| Annual return | 10.69% | 15.94%-5.3pp | 116.50%-105.8pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $1,485 | $2,521-41.1% | $3,167-53.1% | $2,625-43.4% |
| Participant deferral / active EE | $3,099 | $4,321-28.3% | $5,010-38.1% | $4,348-28.7% |
| Admin fee / account holder | $1,533 | $2,217-30.8% | $11,028-86.1% | $1,944-21.1% |