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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 | $54,674-61.7% | $76,089-72.5% | $74,429-71.9% |
| Participation rate | 51.5% | 60.3%-8.9pp | 69.1%-17.6pp | 67.2%-15.7pp |
| Annual return | 8.64% | 31.89%-23.2pp | 360.94%-352.3pp | 1368.38%-1359.7pp |
| Employer contribution / active EE | $1,152 | $1,781-35.3% | $2,690-57.2% | $2,625-56.1% |
| Participant deferral / active EE | $1,940 | $3,071-36.8% | $4,259-54.4% | $4,348-55.4% |
| Admin fee / account holder | $5,527 | $2,238+147.0% | $6,418-13.9% | $1,944+184.3% |