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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 | $35,233 | $91,179-61.4% | $178,499-80.3% | $79,852-55.9% |
| Participation rate | 5.9% | 69.2%-63.3pp | 81.9%-76.0pp | 69.6%-63.8pp |
| Annual return | 9.13% | 24.19%-15.1pp | 151.10%-142.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $1,008 | $3,256-69.1% | $5,011-79.9% | $2,471-59.2% |
| Participant deferral / active EE | $2,695 | $3,236-16.7% | $5,202-48.2% | $3,740-28.0% |
| Admin fee / account holder | $2,574 | $6,749-61.9% | $13,986-81.6% | $5,306-51.5% |