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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 | $76,931 | $86,294-10.9% | $111,303-30.9% | $85,856-10.4% |
| Participation rate | 54.0% | 73.3%-19.4pp | 77.3%-23.3pp | 69.3%-15.3pp |
| Annual return | 10.11% | 19.99%-9.9pp | 54.66%-44.6pp | 318.58%-308.5pp |
| Employer contribution / active EE | $1,036 | $2,043-49.3% | $2,731-62.1% | $2,565-59.6% |
| Participant deferral / active EE | $2,408 | $3,641-33.9% | $4,487-46.3% | $3,952-39.1% |
| Admin fee / account holder | $12,750 | $8,189+55.7% | $7,966+60.1% | $6,261+103.7% |