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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 | $58,295 | $105,200-44.6% | $159,474-63.4% | $85,847-32.1% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.8%-46.8pp | 69.3%-33.3pp |
| Annual return | 5.11% | 45.08%-40.0pp | 263.68%-258.6pp | 318.61%-313.5pp |
| Employer contribution / active EE | $1,688 | $3,319-49.1% | $4,831-65.1% | $2,565-34.2% |
| Participant deferral / active EE | $2,868 | $5,946-51.8% | $7,353-61.0% | $3,952-27.4% |
| Admin fee / account holder | $6,408 | $6,934-7.6% | $10,802-40.7% | $6,261+2.3% |