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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 | $24,418 | $61,125-60.1% | $94,057-74.0% | $87,485-72.1% |
| Participation rate | 67.7% | 64.1%+3.7pp | 73.3%-5.6pp | 68.9%-1.2pp |
| Annual return | 12.32% | 35.20%-22.9pp | 480.62%-468.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,652 | $2,136-22.7% | $2,933-43.7% | $2,596-36.4% |
| Participant deferral / active EE | $3,218 | $3,260-1.3% | $4,709-31.7% | $4,274-24.7% |
| Admin fee / account holder | $2,220 | $5,629-60.6% | $7,244-69.4% | $7,775-71.5% |