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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 | $42,998 | $88,672-51.5% | $105,223-59.1% | $82,448-47.8% |
| Participation rate | 63.2% | 67.9%-4.8pp | 75.0%-11.9pp | 68.1%-4.9pp |
| Annual return | 11.37% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,481 | $3,048-51.4% | $3,689-59.9% | $2,551-41.9% |
| Participant deferral / active EE | $3,214 | $4,036-20.4% | $5,072-36.6% | $4,139-22.4% |
| Admin fee / account holder | $2,158 | $7,146-69.8% | $8,859-75.6% | $7,234-70.2% |