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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 | $111,792 | $93,345+19.8% | $119,126-6.2% | $87,485+27.8% |
| Participation rate | 46.7% | 68.7%-22.1pp | 75.8%-29.1pp | 68.9%-22.3pp |
| Annual return | 11.37% | 19.08%-7.7pp | 282.11%-270.7pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,477 | $3,172-53.4% | $4,034-63.4% | $2,596-43.1% |
| Participant deferral / active EE | $3,098 | $4,099-24.4% | $5,318-41.7% | $4,274-27.5% |
| Admin fee / account holder | $1,000 | $8,039-87.6% | $10,693-90.6% | $7,775-87.1% |