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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 | $64,177 | $54,674+17.4% | $76,089-15.7% | $74,429-13.8% |
| Participation rate | 34.3% | 60.3%-26.0pp | 69.1%-34.8pp | 67.2%-32.9pp |
| Annual return | 8.96% | 31.89%-22.9pp | 360.94%-352.0pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $1,177 | $1,781-33.9% | $2,690-56.3% | $2,625-55.2% |
| Participant deferral / active EE | $2,321 | $3,071-24.4% | $4,259-45.5% | $4,348-46.6% |
| Admin fee / account holder | $1,420 | $2,238-36.5% | $6,418-77.9% | $1,944-27.0% |