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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 | $26,919 | $102,422-73.7% | $147,117-81.7% | $80,959-66.7% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 11.00% | 135.16%-124.2pp | 420.54%-409.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,655 | $3,717-55.5% | $4,932-66.5% | $2,757-40.0% |
| Participant deferral / active EE | $2,632 | $6,652-60.4% | $8,065-67.4% | $4,300-38.8% |
| Admin fee / account holder | $3,287 | $7,953-58.7% | $12,993-74.7% | $6,925-52.5% |