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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 | $85,703 | $110,337-22.3% | $102,383-16.3% | $145,877-41.2% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.5%-32.4pp | 80.3%-38.2pp |
| Annual return | 8.35% | 24.83%-16.5pp | 24.94%-16.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,045 | $4,216-75.2% | $3,870-73.0% | $4,663-77.6% |
| Participant deferral / active EE | $3,775 | $5,621-32.8% | $5,060-25.4% | $6,691-43.6% |
| Admin fee / account holder | $10,289 | $9,750+5.5% | $8,391+22.6% | $13,402-23.2% |