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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 | $30,361 | $58,258-47.9% | $81,820-62.9% | $80,925-62.5% |
| Participation rate | 59.5% | 63.5%-4.0pp | 72.4%-12.9pp | 67.7%-8.2pp |
| Annual return | 4.56% | 41.76%-37.2pp | 777.93%-773.4pp | 35.65%-31.1pp |
| Employer contribution / active EE | $1,727 | $2,345-26.4% | $2,915-40.8% | $2,756-37.3% |
| Participant deferral / active EE | $4,703 | $3,284+43.2% | $4,323+8.8% | $4,299+9.4% |
| Admin fee / account holder | $5,809 | $4,976+16.7% | $7,391-21.4% | $6,940-16.3% |