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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 | $33,052 | $102,385-67.7% | $147,080-77.5% | $80,935-59.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 9.74% | 135.09%-125.4pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,112 | $3,717-70.1% | $4,933-77.5% | $2,757-59.7% |
| Participant deferral / active EE | $3,549 | $6,651-46.6% | $8,066-56.0% | $4,299-17.4% |
| Admin fee / account holder | $2,700 | $7,951-66.0% | $12,989-79.2% | $6,924-61.0% |