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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 | $50,123 | $45,119+11.1% | $85,126-41.1% | $74,429-32.7% |
| Participation rate | 37.5% | 49.4%-11.9pp | 67.5%-30.0pp | 67.2%-29.7pp |
| Annual return | 10.40% | 26.28%-15.9pp | 66.63%-56.2pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $570 | $1,460-61.0% | $2,731-79.1% | $2,625-78.3% |
| Participant deferral / active EE | $2,105 | $2,738-23.1% | $4,523-53.5% | $4,348-51.6% |
| Admin fee / account holder | $7,099 | $2,214+220.6% | $6,160+15.2% | $1,944+265.1% |