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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 | $55,785 | $93,345-40.2% | $119,126-53.2% | $87,485-36.2% |
| Participation rate | 37.1% | 68.7%-31.6pp | 75.8%-38.6pp | 68.9%-31.8pp |
| Annual return | 9.10% | 19.08%-10.0pp | 282.11%-273.0pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,368 | $3,172-56.9% | $4,034-66.1% | $2,596-47.3% |
| Participant deferral / active EE | $4,105 | $4,099+0.2% | $5,318-22.8% | $4,274-3.9% |
| Admin fee / account holder | $2,179 | $8,039-72.9% | $10,693-79.6% | $7,775-72.0% |