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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 | $29,630 | $103,008-71.2% | $90,304-67.2% | $152,897-80.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 8.05% | 95.22%-87.2pp | 78.13%-70.1pp | 345.43%-337.4pp |
| Employer contribution / active EE | $1,611 | $3,139-48.7% | $2,855-43.6% | $4,764-66.2% |
| Participant deferral / active EE | $4,193 | $4,281-2.1% | $3,885+7.9% | $5,851-28.3% |
| Admin fee / account holder | $3,975 | $6,175-35.6% | $5,354-25.8% | $11,599-65.7% |