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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 | $43,439 | $102,429-57.6% | $147,096-70.5% | $80,925-46.3% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 6.13% | 135.02%-128.9pp | 419.75%-413.6pp | 35.65%-29.5pp |
| Employer contribution / active EE | $2,109 | $3,716-43.2% | $4,936-57.3% | $2,756-23.5% |
| Participant deferral / active EE | $4,433 | $6,649-33.3% | $8,071-45.1% | $4,299+3.1% |
| Admin fee / account holder | $2,354 | $7,957-70.4% | $13,005-81.9% | $6,940-66.1% |