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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 | $64,231 | $102,422-37.3% | $147,117-56.3% | $80,959-20.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 11.64% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,015 | $3,717-45.8% | $4,932-59.2% | $2,757-26.9% |
| Participant deferral / active EE | $5,812 | $6,652-12.6% | $8,065-27.9% | $4,300+35.2% |
| Admin fee / account holder | $3,433 | $7,953-56.8% | $12,993-73.6% | $6,925-50.4% |