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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 | $58,325 | $98,766-40.9% | $149,730-61.0% | $79,852-27.0% |
| Participation rate | 26.9% | 75.8%-48.9pp | 82.5%-55.6pp | 69.6%-42.7pp |
| Annual return | 7.76% | 27.43%-19.7pp | 276.70%-268.9pp | 31.72%-24.0pp |
| Employer contribution / active EE | $1,020 | $3,217-68.3% | $4,645-78.0% | $2,471-58.7% |
| Participant deferral / active EE | $2,742 | $5,681-51.7% | $6,843-59.9% | $3,740-26.7% |
| Admin fee / account holder | $4,853 | $6,052-19.8% | $9,310-47.9% | $5,306-8.5% |