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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 | $34,574 | $72,071-52.0% | $68,368-49.4% | $137,256-74.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 12.92% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,802 | $2,788-35.4% | $2,649-32.0% | $4,156-56.6% |
| Participant deferral / active EE | $6,421 | $4,410+45.6% | $4,123+55.7% | $6,407+0.2% |
| Admin fee / account holder | $12,975 | $5,336+143.2% | $5,150+151.9% | $12,270+5.7% |