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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 | $35,653 | $54,674-34.8% | $76,089-53.1% | $74,429-52.1% |
| Participation rate | 59.7% | 60.3%-0.7pp | 69.1%-9.4pp | 67.2%-7.5pp |
| Annual return | 7.94% | 31.89%-23.9pp | 360.94%-353.0pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $1,132 | $1,781-36.5% | $2,690-57.9% | $2,625-56.9% |
| Participant deferral / active EE | $2,064 | $3,071-32.8% | $4,259-51.5% | $4,348-52.5% |
| Admin fee / account holder | $4,026 | $2,238+79.9% | $6,418-37.3% | $1,944+107.1% |