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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 | $98,645 | $87,878+12.3% | $97,411+1.3% | $82,637+19.4% |
| Participation rate | 37.9% | 75.6%-37.7pp | 80.4%-42.5pp | 68.1%-30.1pp |
| Annual return | 13.05% | 54.63%-41.6pp | 34.72%-21.7pp | 53.51%-40.5pp |
| Employer contribution / active EE | $2,031 | $3,800-46.5% | $4,210-51.8% | $2,552-20.4% |
| Participant deferral / active EE | $0 | $5,525-100.0% | $5,886-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,056 | $6,743-54.7% | $7,145-57.2% | $7,339-58.4% |