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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 | $58,607 | $102,422-42.8% | $147,117-60.2% | $80,959-27.6% |
| Participation rate | 60.3% | 75.9%-15.6pp | 82.2%-21.9pp | 67.7%-7.4pp |
| Annual return | 11.10% | 135.16%-124.1pp | 420.54%-409.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,916 | $3,717-48.5% | $4,932-61.2% | $2,757-30.5% |
| Participant deferral / active EE | $3,657 | $6,652-45.0% | $8,065-54.7% | $4,300-15.0% |
| Admin fee / account holder | $3,787 | $7,953-52.4% | $12,993-70.8% | $6,925-45.3% |