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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 | $114,333 | $107,421+6.4% | $182,262-37.3% | $94,015+21.6% |
| Participation rate | 48.1% | 77.8%-29.7pp | 84.2%-36.1pp | 70.8%-22.7pp |
| Annual return | 11.76% | 21.32%-9.6pp | 140.60%-128.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,476 | $3,448-57.2% | $5,046-70.7% | $2,790-47.1% |
| Participant deferral / active EE | $4,536 | $6,558-30.8% | $8,276-45.2% | $4,249+6.7% |
| Admin fee / account holder | $57,053 | $8,692+556.4% | $16,712+241.4% | $8,951+537.4% |