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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 | $81,933 | $63,346+29.3% | $92,240-11.2% | $70,126+16.8% |
| Participation rate | 30.2% | 68.7%-38.5pp | 76.5%-46.3pp | 69.5%-39.4pp |
| Annual return | 11.67% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,680 | $2,471-32.0% | $3,680-54.3% | $2,343-28.3% |
| Participant deferral / active EE | $2,688 | $2,854-5.8% | $3,897-31.0% | $3,332-19.3% |
| Admin fee / account holder | $1,399 | $3,841-63.6% | $5,194-73.1% | $4,645-69.9% |