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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 | $112,477 | $61,815+82.0% | $97,295+15.6% | $80,959+38.9% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.7%-32.7pp | 67.7%-27.7pp |
| Annual return | 8.42% | -558.73%+567.2pp | 75.62%-67.2pp | 35.67%-27.2pp |
| Employer contribution / active EE | $744 | $1,836-59.5% | $2,723-72.7% | $2,757-73.0% |
| Participant deferral / active EE | $3,249 | $3,027+7.3% | $4,264-23.8% | $4,300-24.4% |
| Admin fee / account holder | $2,096 | $5,166-59.4% | $5,646-62.9% | $6,925-69.7% |