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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 | $79,562 | $61,125+30.2% | $94,057-15.4% | $87,485-9.1% |
| Participation rate | 37.7% | 64.1%-26.4pp | 73.3%-35.6pp | 68.9%-31.2pp |
| Annual return | 10.74% | 35.20%-24.5pp | 480.62%-469.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,158 | $2,136-45.8% | $2,933-60.5% | $2,596-55.4% |
| Participant deferral / active EE | $3,589 | $3,260+10.1% | $4,709-23.8% | $4,274-16.0% |
| Admin fee / account holder | $12,481 | $5,629+121.7% | $7,244+72.3% | $7,775+60.5% |