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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 | $82,937 | $107,421-22.8% | $182,262-54.5% | $94,015-11.8% |
| Participation rate | 61.5% | 77.8%-16.2pp | 84.2%-22.7pp | 70.8%-9.3pp |
| Annual return | 11.57% | 21.32%-9.8pp | 140.60%-129.0pp | 17.84%-6.3pp |
| Employer contribution / active EE | $1,295 | $3,448-62.4% | $5,046-74.3% | $2,790-53.6% |
| Participant deferral / active EE | $2,646 | $6,558-59.6% | $8,276-68.0% | $4,249-37.7% |
| Admin fee / account holder | $22,223 | $8,692+155.7% | $16,712+33.0% | $8,951+148.3% |