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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 | $43,114 | $58,828-26.7% | $78,002-44.7% | $62,881-31.4% |
| Participation rate | 69.0% | 71.1%-2.1pp | 75.5%-6.6pp | 69.3%-0.3pp |
| Annual return | 4.17% | 17.16%-13.0pp | 425.99%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,294 | $1,672+37.2% | $2,470-7.1% | $2,281+0.6% |
| Participant deferral / active EE | $3,077 | $2,686+14.6% | $3,497-12.0% | $3,203-3.9% |
| Admin fee / account holder | $1,069 | $4,393-75.7% | $5,481-80.5% | $4,296-75.1% |