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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 | $38,164 | $102,422-62.7% | $147,117-74.1% | $80,959-52.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 4.03% | 135.16%-131.1pp | 420.54%-416.5pp | 35.67%-31.6pp |
| Employer contribution / active EE | $3,111 | $3,717-16.3% | $4,932-36.9% | $2,757+12.8% |
| Participant deferral / active EE | $6,182 | $6,652-7.1% | $8,065-23.3% | $4,300+43.7% |
| Admin fee / account holder | $1,441 | $7,953-81.9% | $12,993-88.9% | $6,925-79.2% |