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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 | $31,412 | $88,672-64.6% | $105,223-70.1% | $82,448-61.9% |
| Participation rate | 53.6% | 67.9%-14.4pp | 75.0%-21.5pp | 68.1%-14.5pp |
| Annual return | 12.81% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,355 | $3,048-22.7% | $3,689-36.2% | $2,551-7.7% |
| Participant deferral / active EE | $3,346 | $4,036-17.1% | $5,072-34.0% | $4,139-19.2% |
| Admin fee / account holder | $1,831 | $7,146-74.4% | $8,859-79.3% | $7,234-74.7% |