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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 | $25,750 | $55,446-53.6% | $155,574-83.4% | $74,429-65.4% |
| Participation rate | 54.3% | 61.9%-7.6pp | 78.2%-23.9pp | 67.2%-13.0pp |
| Annual return | 8.80% | 269.20%-260.4pp | 64.87%-56.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $1,416 | $2,266-37.5% | $4,676-69.7% | $2,625-46.0% |
| Participant deferral / active EE | $3,036 | $2,836+7.0% | $5,629-46.1% | $4,348-30.2% |
| Admin fee / account holder | $2,413 | $1,743+38.4% | $15,914-84.8% | $1,944+24.1% |