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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 | $34,308 | $58,311-41.2% | $81,882-58.1% | $80,959-57.6% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 9.82% | 41.85%-32.0pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,234 | $2,347-47.4% | $2,916-57.7% | $2,757-55.2% |
| Participant deferral / active EE | $2,774 | $3,287-15.6% | $4,323-35.8% | $4,300-35.5% |
| Admin fee / account holder | $2,413 | $4,752-49.2% | $7,360-67.2% | $6,925-65.2% |