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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 | $54,558-34.7% | $76,051-53.1% | $74,400-52.1% |
| Participation rate | 59.7% | 60.3%-0.6pp | 69.1%-9.4pp | 67.2%-7.5pp |
| Annual return | 7.94% | 31.83%-23.9pp | 360.42%-352.5pp | 1367.51%-1359.6pp |
| Employer contribution / active EE | $1,132 | $1,778-36.4% | $2,690-57.9% | $2,624-56.9% |
| Participant deferral / active EE | $2,064 | $3,065-32.7% | $4,257-51.5% | $4,348-52.5% |
| Admin fee / account holder | $4,026 | $2,232+80.4% | $6,416-37.2% | $1,944+107.2% |