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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 | $30,880 | $129,737-76.2% | $119,126-74.1% | $154,746-80.0% |
| Participation rate | 35.7% | 78.9%-43.1pp | 75.8%-40.0pp | 80.7%-45.0pp |
| Annual return | 0.35% | 379.08%-378.7pp | 282.11%-281.8pp | 172.34%-172.0pp |
| Employer contribution / active EE | $1,759 | $4,375-59.8% | $4,034-56.4% | $4,379-59.8% |
| Participant deferral / active EE | $2,283 | $5,842-60.9% | $5,318-57.1% | $6,730-66.1% |
| Admin fee / account holder | $7,470 | $11,961-37.5% | $10,693-30.1% | $14,365-48.0% |