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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 | $71,528 | $95,406-25.0% | $185,849-61.5% | $85,847-16.7% |
| Participation rate | 44.7% | 68.8%-24.0pp | 81.7%-37.0pp | 69.3%-24.6pp |
| Annual return | 10.00% | 23.59%-13.6pp | 122.10%-112.1pp | 318.61%-308.6pp |
| Employer contribution / active EE | $383 | $3,314-88.4% | $5,169-92.6% | $2,565-85.1% |
| Participant deferral / active EE | $3,065 | $3,424-10.5% | $5,569-45.0% | $3,952-22.5% |
| Admin fee / account holder | $31,300 | $7,214+333.9% | $16,244+92.7% | $6,261+399.9% |