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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 | $33,961 | $98,776-65.6% | $149,745-77.3% | $79,856-57.5% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.5%-19.3pp | 69.6%-6.5pp |
| Annual return | 10.68% | 27.38%-16.7pp | 276.72%-266.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,049 | $3,217-67.4% | $4,646-77.4% | $2,471-57.6% |
| Participant deferral / active EE | $3,700 | $5,681-34.9% | $6,843-45.9% | $3,741-1.1% |
| Admin fee / account holder | $4,950 | $6,053-18.2% | $9,312-46.8% | $5,306-6.7% |