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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 | $58,258-41.1% | $81,820-58.1% | $80,925-57.6% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 9.82% | 41.76%-31.9pp | 777.93%-768.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,234 | $2,345-47.4% | $2,915-57.7% | $2,756-55.2% |
| Participant deferral / active EE | $2,774 | $3,284-15.5% | $4,323-35.8% | $4,299-35.5% |
| Admin fee / account holder | $2,413 | $4,976-51.5% | $7,391-67.3% | $6,940-65.2% |