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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 | $32,634 | $102,385-68.1% | $147,080-77.8% | $80,935-59.7% |
| Participation rate | 60.3% | 75.9%-15.6pp | 82.2%-21.9pp | 67.7%-7.4pp |
| Annual return | 10.35% | 135.09%-124.7pp | 420.17%-409.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,208 | $3,717-40.6% | $4,933-55.2% | $2,757-19.9% |
| Participant deferral / active EE | $3,707 | $6,651-44.3% | $8,066-54.0% | $4,299-13.8% |
| Admin fee / account holder | $2,541 | $7,951-68.0% | $12,989-80.4% | $6,924-63.3% |