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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 | $60,081 | $78,707-23.7% | $117,861-49.0% | $70,126-14.3% |
| Participation rate | 61.7% | 73.2%-11.5pp | 79.7%-18.0pp | 69.5%-7.8pp |
| Annual return | 9.60% | 23.30%-13.7pp | 335.11%-325.5pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,522 | $2,223-31.6% | $3,786-59.8% | $2,343-35.0% |
| Participant deferral / active EE | $2,543 | $3,297-22.9% | $4,482-43.3% | $3,332-23.7% |
| Admin fee / account holder | $20,821 | $5,066+311.0% | $8,021+159.6% | $4,645+348.2% |