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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 | $162,961 | $58,311+179.5% | $81,882+99.0% | $80,959+101.3% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 9.31% | 41.85%-32.5pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,007 | $2,347-57.1% | $2,916-65.5% | $2,757-63.5% |
| Participant deferral / active EE | $2,122 | $3,287-35.5% | $4,323-50.9% | $4,300-50.7% |
| Admin fee / account holder | $3,327 | $4,752-30.0% | $7,360-54.8% | $6,925-52.0% |