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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 | $82,446 | $81,504+1.2% | $102,437-19.5% | $80,959+1.8% |
| Participation rate | 41.2% | 66.9%-25.7pp | 74.5%-33.3pp | 67.7%-26.5pp |
| Annual return | 9.57% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,108 | $3,104-64.3% | $3,871-71.4% | $2,757-59.8% |
| Participant deferral / active EE | $2,365 | $3,871-38.9% | $5,060-53.3% | $4,300-45.0% |
| Admin fee / account holder | $25,817 | $6,719+284.2% | $8,388+207.8% | $6,925+272.8% |