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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 | $75,230 | $55,902+34.6% | $76,030-1.1% | $80,959-7.1% |
| Participation rate | 29.6% | 62.1%-32.4pp | 69.1%-39.4pp | 67.7%-38.0pp |
| Annual return | 9.58% | 20.59%-11.0pp | 361.54%-352.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,241 | $1,867-33.5% | $2,688-53.8% | $2,757-55.0% |
| Participant deferral / active EE | $1,953 | $3,051-36.0% | $4,257-54.1% | $4,300-54.6% |
| Admin fee / account holder | $11,323 | $5,239+116.1% | $6,421+76.4% | $6,925+63.5% |