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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 | $30,069 | $101,618-70.4% | $93,063-67.7% | $137,256-78.1% |
| Participation rate | 45.5% | 74.9%-29.5pp | 72.1%-26.7pp | 80.0%-34.5pp |
| Annual return | 2.21% | 223.95%-221.7pp | 34.15%-31.9pp | 220.34%-218.1pp |
| Employer contribution / active EE | $735 | $2,707-72.9% | $2,476-70.3% | $4,156-82.3% |
| Participant deferral / active EE | $1,935 | $4,279-54.8% | $3,958-51.1% | $6,407-69.8% |
| Admin fee / account holder | $65,958 | $6,198+964.1% | $6,033+993.3% | $12,270+437.5% |