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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 | $65,531 | $91,760-28.6% | $156,181-58.0% | $67,986-3.6% |
| Participation rate | 36.4% | 65.0%-28.7pp | 78.8%-42.5pp | 57.2%-20.8pp |
| Annual return | 11.16% | 18.14%-7.0pp | 64.87%-53.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $1,001 | $2,419-58.6% | $4,294-76.7% | $2,019-50.4% |
| Participant deferral / active EE | $2,219 | $3,960-44.0% | $6,132-63.8% | $3,358-33.9% |
| Admin fee / account holder | $15,052 | $3,949+281.2% | $14,586+3.2% | $3,203+369.9% |