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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 | $31,909 | $102,385-68.8% | $147,080-78.3% | $80,935-60.6% |
| Participation rate | 67.9% | 75.9%-8.0pp | 82.2%-14.3pp | 67.7%+0.2pp |
| Annual return | 10.26% | 135.09%-124.8pp | 420.17%-409.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,707 | $3,717-54.1% | $4,933-65.4% | $2,757-38.1% |
| Participant deferral / active EE | $2,707 | $6,651-59.3% | $8,066-66.4% | $4,299-37.0% |
| Admin fee / account holder | $7,864 | $7,951-1.1% | $12,989-39.5% | $6,924+13.6% |