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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 | $57,657 | $105,158-45.2% | $94,672-39.1% | $139,487-58.7% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 11.18% | 38.11%-26.9pp | 156.89%-145.7pp | 373.84%-362.7pp |
| Employer contribution / active EE | $2,820 | $4,107-31.3% | $3,673-23.2% | $4,755-40.7% |
| Participant deferral / active EE | $5,974 | $7,599-21.4% | $7,417-19.5% | $6,713-11.0% |
| Admin fee / account holder | $8,961 | $8,972-0.1% | $7,222+24.1% | $11,407-21.4% |