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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 | $76,771 | $97,648-21.4% | $121,663-36.9% | $87,485-12.2% |
| Participation rate | 35.9% | 70.5%-34.5pp | 74.5%-38.6pp | 68.9%-33.0pp |
| Annual return | 9.70% | 18.03%-8.3pp | 147.54%-137.8pp | 26.06%-16.4pp |
| Employer contribution / active EE | $1,101 | $2,300-52.1% | $3,020-63.5% | $2,596-57.6% |
| Participant deferral / active EE | $2,121 | $3,923-45.9% | $4,887-56.6% | $4,274-50.4% |
| Admin fee / account holder | $31,344 | $11,100+182.4% | $14,289+119.4% | $7,775+303.1% |