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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 | $105,684 | $117,829-10.3% | $102,423+3.2% | $145,877-27.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 5.34% | 31.83%-26.5pp | 29.42%-24.1pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,655 | $3,615-54.2% | $3,023-45.2% | $4,663-64.5% |
| Participant deferral / active EE | $4,940 | $5,732-13.8% | $5,054-2.3% | $6,691-26.2% |
| Admin fee / account holder | $61,141 | $13,335+358.5% | $9,455+546.7% | $13,402+356.2% |