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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 | $59,965 | $63,342-5.3% | $92,236-35.0% | $70,131-14.5% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 12.17% | 530.15%-518.0pp | 176.29%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,322 | $2,471-46.5% | $3,679-64.1% | $2,342-43.5% |
| Participant deferral / active EE | $2,110 | $2,854-26.1% | $3,897-45.9% | $3,332-36.7% |
| Admin fee / account holder | $4,933 | $3,840+28.5% | $5,194-5.0% | $4,645+6.2% |