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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 | $30,972 | $101,063-69.4% | $81,473-62.0% | $147,586-79.0% |
| Participation rate | 61.9% | 74.5%-12.5pp | 68.0%-6.1pp | 82.8%-20.9pp |
| Annual return | 5.24% | 32.41%-27.2pp | 38.78%-33.5pp | 578.59%-573.4pp |
| Employer contribution / active EE | $2,618 | $3,206-18.3% | $2,568+2.0% | $4,876-46.3% |
| Participant deferral / active EE | $3,295 | $4,242-22.3% | $3,537-6.8% | $5,439-39.4% |
| Admin fee / account holder | $36,973 | $5,812+536.1% | $4,561+710.6% | $10,886+239.6% |