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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 | $121,296 | $105,284+15.2% | $150,734-19.5% | $94,015+29.0% |
| Participation rate | 39.3% | 71.7%-32.4pp | 78.4%-39.2pp | 70.8%-31.5pp |
| Annual return | 3.03% | 15.67%-12.6pp | 600.81%-597.8pp | 17.84%-14.8pp |
| Employer contribution / active EE | $1,630 | $3,599-54.7% | $4,918-66.9% | $2,790-41.6% |
| Participant deferral / active EE | $2,914 | $4,274-31.8% | $5,610-48.1% | $4,249-31.4% |
| Admin fee / account holder | $4,998 | $9,839-49.2% | $14,905-66.5% | $8,951-44.2% |