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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 | $66,196 | $80,781-18.1% | $102,437-35.4% | $74,478-11.1% |
| Participation rate | 47.1% | 65.7%-18.6pp | 74.5%-27.4pp | 67.2%-20.1pp |
| Annual return | 9.01% | 27.58%-18.6pp | 24.95%-15.9pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $1,475 | $3,160-53.3% | $3,871-61.9% | $2,626-43.8% |
| Participant deferral / active EE | $3,494 | $3,862-9.5% | $5,060-31.0% | $4,350-19.7% |
| Admin fee / account holder | $6,145 | $2,372+159.1% | $8,388-26.7% | $1,946+215.8% |