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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 | $106,549 | $68,878+54.7% | $120,574-11.6% | $80,935+31.6% |
| Participation rate | 42.9% | 61.7%-18.8pp | 71.9%-29.1pp | 67.7%-24.8pp |
| Annual return | 9.59% | 23.67%-14.1pp | 107.42%-97.8pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,295 | $2,065-37.3% | $3,471-62.7% | $2,757-53.0% |
| Participant deferral / active EE | $1,983 | $3,189-37.8% | $4,996-60.3% | $4,299-53.9% |
| Admin fee / account holder | $42,760 | $5,782+639.6% | $9,445+352.7% | $6,924+517.5% |