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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 | $45,152 | $55,889-19.2% | $76,119-40.7% | $80,935-44.2% |
| Participation rate | 31.6% | 62.1%-30.5pp | 69.1%-37.5pp | 67.7%-36.1pp |
| Annual return | 7.01% | 20.58%-13.6pp | 361.25%-354.2pp | 35.66%-28.6pp |
| Employer contribution / active EE | $3,110 | $1,866+66.7% | $2,693+15.5% | $2,757+12.8% |
| Participant deferral / active EE | $2,685 | $3,051-12.0% | $4,259-37.0% | $4,299-37.6% |
| Admin fee / account holder | $25,542 | $5,241+387.3% | $6,421+297.8% | $6,924+268.9% |