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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 | $33,379 | $54,558-38.8% | $76,051-56.1% | $74,400-55.1% |
| Participation rate | 50.9% | 60.3%-9.4pp | 69.1%-18.2pp | 67.2%-16.4pp |
| Annual return | 10.42% | 31.83%-21.4pp | 360.42%-350.0pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $1,945 | $1,778+9.4% | $2,690-27.7% | $2,624-25.9% |
| Participant deferral / active EE | $2,955 | $3,065-3.6% | $4,257-30.6% | $4,348-32.0% |
| Admin fee / account holder | $4,389 | $2,232+96.6% | $6,416-31.6% | $1,944+125.8% |