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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 | $65,831 | $58,828+11.9% | $78,002-15.6% | $62,881+4.7% |
| Participation rate | 55.6% | 71.1%-15.5pp | 75.5%-20.0pp | 69.3%-13.7pp |
| Annual return | 0.11% | 17.16%-17.0pp | 425.99%-425.9pp | 20.14%-20.0pp |
| Employer contribution / active EE | $995 | $1,672-40.5% | $2,470-59.7% | $2,281-56.4% |
| Participant deferral / active EE | $3,058 | $2,686+13.9% | $3,497-12.6% | $3,203-4.5% |
| Admin fee / account holder | $9,694 | $4,393+120.6% | $5,481+76.9% | $4,296+125.7% |