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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 | $93,279 | $183,516-49.2% | $155,534-40.0% | $145,884-36.1% |
| Participation rate | 31.8% | 82.7%-50.9pp | 78.2%-46.4pp | 80.3%-48.5pp |
| Annual return | 6.95% | 61.43%-54.5pp | 64.92%-58.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,122 | $5,315-78.9% | $4,675-76.0% | $4,662-75.9% |
| Participant deferral / active EE | $3,346 | $6,467-48.3% | $5,630-40.6% | $6,690-50.0% |
| Admin fee / account holder | $17,107 | $19,293-11.3% | $15,900+7.6% | $13,392+27.7% |