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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 | $58,549 | $61,125-4.2% | $94,057-37.8% | $87,485-33.1% |
| Participation rate | 58.6% | 64.1%-5.4pp | 73.3%-14.7pp | 68.9%-10.3pp |
| Annual return | 11.64% | 35.20%-23.6pp | 480.62%-469.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,101 | $2,136-48.5% | $2,933-62.5% | $2,596-57.6% |
| Participant deferral / active EE | $1,913 | $3,260-41.3% | $4,709-59.4% | $4,274-55.2% |
| Admin fee / account holder | $3,294 | $5,629-41.5% | $7,244-54.5% | $7,775-57.6% |