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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 | $26,334 | $63,346-58.4% | $92,240-71.5% | $70,126-62.4% |
| Participation rate | 51.3% | 68.7%-17.4pp | 76.5%-25.2pp | 69.5%-18.3pp |
| Annual return | 11.92% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,492 | $2,471-39.6% | $3,680-59.5% | $2,343-36.3% |
| Participant deferral / active EE | $3,020 | $2,854+5.8% | $3,897-22.5% | $3,332-9.3% |
| Admin fee / account holder | $2,870 | $3,841-25.3% | $5,194-44.7% | $4,645-38.2% |