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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 | $45,168 | $61,755-26.9% | $97,161-53.5% | $80,911-44.2% |
| Participation rate | 37.5% | 63.5%-26.0pp | 72.7%-35.2pp | 67.6%-30.1pp |
| Annual return | 9.10% | -557.90%+567.0pp | 75.36%-66.3pp | 35.63%-26.5pp |
| Employer contribution / active EE | $865 | $1,835-52.9% | $2,723-68.2% | $2,756-68.6% |
| Participant deferral / active EE | $1,601 | $3,026-47.1% | $4,265-62.5% | $4,297-62.8% |
| Admin fee / account holder | $2,597 | $5,166-49.7% | $5,647-54.0% | $6,935-62.5% |