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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 | $70,950 | $95,415-25.6% | $185,851-61.8% | $85,851-17.4% |
| Participation rate | 28.6% | 68.8%-40.2pp | 81.7%-53.1pp | 69.3%-40.7pp |
| Annual return | 9.38% | 23.59%-14.2pp | 122.11%-112.7pp | 318.63%-309.3pp |
| Employer contribution / active EE | $1,282 | $3,314-61.3% | $5,168-75.2% | $2,565-50.0% |
| Participant deferral / active EE | $1,426 | $3,424-58.4% | $5,569-74.4% | $3,952-63.9% |
| Admin fee / account holder | $11,225 | $7,215+55.6% | $16,245-30.9% | $6,261+79.3% |