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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 | $56,213 | $47,479+18.4% | $62,929-10.7% | $82,448-31.8% |
| Participation rate | 61.1% | 66.9%-5.8pp | 73.1%-12.0pp | 68.1%-7.0pp |
| Annual return | 11.38% | 20.34%-9.0pp | 1063.93%-1052.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,146 | $1,885-39.2% | $2,505-54.3% | $2,551-55.1% |
| Participant deferral / active EE | $2,291 | $2,870-20.2% | $3,888-41.1% | $4,139-44.6% |
| Admin fee / account holder | $13,002 | $3,804+241.8% | $5,065+156.7% | $7,234+79.7% |