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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 | $92,110 | $48,284+90.8% | $67,524+36.4% | $80,911+13.8% |
| Participation rate | 36.5% | 66.4%-29.9pp | 72.9%-36.4pp | 67.6%-31.2pp |
| Annual return | 10.53% | 18.27%-7.7pp | 3519.41%-3508.9pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,164 | $2,021-42.4% | $2,734-57.4% | $2,756-57.7% |
| Participant deferral / active EE | $2,753 | $2,927-5.9% | $4,001-31.2% | $4,297-35.9% |
| Admin fee / account holder | $10,004 | $3,688+171.3% | $4,001+150.0% | $6,935+44.3% |