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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 | $106,350 | $89,259+19.1% | $107,187-0.8% | $82,637+28.7% |
| Participation rate | 45.7% | 67.9%-22.2pp | 75.0%-29.3pp | 68.1%-22.3pp |
| Annual return | 11.97% | 21.02%-9.1pp | 204.55%-192.6pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,312 | $3,080-57.4% | $3,782-65.3% | $2,552-48.6% |
| Participant deferral / active EE | $2,375 | $4,037-41.2% | $5,096-53.4% | $4,126-42.4% |
| Admin fee / account holder | $2,175 | $7,381-70.5% | $9,162-76.3% | $7,339-70.4% |