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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 | $55,203 | $80,674-31.6% | $119,126-53.7% | $64,340-14.2% |
| Participation rate | 36.7% | 55.2%-18.5pp | 75.8%-39.0pp | 55.2%-18.5pp |
| Annual return | 11.44% | 26.86%-15.4pp | 282.11%-270.7pp | 24.14%-12.7pp |
| Employer contribution / active EE | $1,809 | $2,564-29.4% | $4,034-55.1% | $1,862-2.8% |
| Participant deferral / active EE | $2,799 | $3,053-8.3% | $5,318-47.4% | $2,980-6.1% |
| Admin fee / account holder | $1,260 | $4,559-72.4% | $10,693-88.2% | $3,703-66.0% |