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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 | $31,048 | $154,193-79.9% | $130,045-76.1% | $139,466-77.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 6.42% | 32.51%-26.1pp | -137.30%+143.7pp | 373.66%-367.2pp |
| Employer contribution / active EE | $1,762 | $5,292-66.7% | $4,321-59.2% | $4,754-62.9% |
| Participant deferral / active EE | $2,648 | $6,709-60.5% | $5,820-54.5% | $6,712-60.5% |
| Admin fee / account holder | $3,371 | $13,989-75.9% | $10,600-68.2% | $11,409-70.5% |