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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 | $20,924 | $54,690-61.7% | $76,030-72.5% | $74,478-71.9% |
| Participation rate | 51.5% | 60.3%-8.9pp | 69.1%-17.6pp | 67.2%-15.8pp |
| Annual return | 8.64% | 31.92%-23.3pp | 361.54%-352.9pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $1,152 | $1,781-35.3% | $2,688-57.1% | $2,626-56.1% |
| Participant deferral / active EE | $1,940 | $3,070-36.8% | $4,257-54.4% | $4,350-55.4% |
| Admin fee / account holder | $5,527 | $2,240+146.8% | $6,421-13.9% | $1,946+184.1% |