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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 | $56,191 | $85,766-34.5% | $136,297-58.8% | $70,124-19.9% |
| Participation rate | 63.3% | 74.2%-10.8pp | 81.9%-18.6pp | 69.5%-6.2pp |
| Annual return | 10.00% | 31.45%-21.5pp | 5156.19%-5146.2pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,532 | $2,966-48.4% | $4,696-67.4% | $2,342-34.6% |
| Participant deferral / active EE | $3,892 | $5,051-22.9% | $6,247-37.7% | $3,332+16.8% |
| Admin fee / account holder | $3,444 | $5,420-36.5% | $9,244-62.7% | $4,645-25.9% |