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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 | $64,811 | $91,037-28.8% | $71,671-9.6% | $147,586-56.1% |
| Participation rate | 57.1% | 76.1%-19.0pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 8.68% | 20.48%-11.8pp | 20.65%-12.0pp | 578.59%-569.9pp |
| Employer contribution / active EE | $2,022 | $3,327-39.2% | $2,460-17.8% | $4,876-58.5% |
| Participant deferral / active EE | $3,318 | $4,498-26.2% | $3,438-3.5% | $5,439-39.0% |
| Admin fee / account holder | $495 | $8,613-94.3% | $5,558-91.1% | $10,886-95.5% |