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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 | $103,932 | $77,908+33.4% | $149,696-30.6% | $75,173+38.3% |
| Participation rate | 36.9% | 65.6%-28.7pp | 78.8%-41.9pp | 67.2%-30.3pp |
| Annual return | 12.42% | 31.73%-19.3pp | 134.46%-122.0pp | 160.72%-148.3pp |
| Employer contribution / active EE | $1,361 | $3,138-56.6% | $4,821-71.8% | $2,671-49.0% |
| Participant deferral / active EE | $2,877 | $3,411-15.7% | $5,682-49.4% | $4,126-30.3% |
| Admin fee / account holder | $1,101 | $5,950-81.5% | $13,212-91.7% | $5,651-80.5% |