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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 | $33,381 | $102,422-67.4% | $147,117-77.3% | $80,959-58.8% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 10.94% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,557 | $3,717-31.2% | $4,932-48.2% | $2,757-7.3% |
| Participant deferral / active EE | $3,161 | $6,652-52.5% | $8,065-60.8% | $4,300-26.5% |
| Admin fee / account holder | $4,281 | $7,953-46.2% | $12,993-67.1% | $6,925-38.2% |