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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 | $50,628 | $71,057-28.8% | $93,654-45.9% | $80,874-37.4% |
| Participation rate | 4.8% | 60.4%-55.6pp | 68.7%-64.0pp | 67.6%-62.9pp |
| Annual return | 9.92% | 11.26%-1.3pp | 133.34%-123.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,360 | $1,564-13.0% | $2,421-43.8% | $2,756-50.6% |
| Participant deferral / active EE | $4,308 | $4,034+6.8% | $4,413-2.4% | $4,297+0.3% |
| Admin fee / account holder | $32,977 | $6,944+374.9% | $8,282+298.2% | $6,935+375.5% |