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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 | $87,257 | $102,393-14.8% | $147,041-40.7% | $80,911+7.8% |
| Participation rate | 46.8% | 75.9%-29.1pp | 82.2%-35.4pp | 67.6%-20.9pp |
| Annual return | 9.67% | 134.95%-125.3pp | 419.21%-409.5pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,050 | $3,715-71.7% | $4,935-78.7% | $2,756-61.9% |
| Participant deferral / active EE | $3,348 | $6,647-49.6% | $8,071-58.5% | $4,297-22.1% |
| Admin fee / account holder | $1,223 | $7,943-84.6% | $13,006-90.6% | $6,935-82.4% |