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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 | $33,156 | $154,193-78.5% | $130,045-74.5% | $139,466-76.2% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 7.96% | 32.51%-24.5pp | -137.30%+145.3pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,104 | $5,292-79.1% | $4,321-74.5% | $4,754-76.8% |
| Participant deferral / active EE | $3,773 | $6,709-43.8% | $5,820-35.2% | $6,712-43.8% |
| Admin fee / account holder | $1,296 | $13,989-90.7% | $10,600-87.8% | $11,409-88.6% |