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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 | $71,725 | $111,787-35.8% | $93,681-23.4% | $145,978-50.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 5.96% | 203.52%-197.6pp | 133.47%-127.5pp | 550.52%-544.6pp |
| Employer contribution / active EE | $1,673 | $3,093-45.9% | $2,422-30.9% | $4,662-64.1% |
| Participant deferral / active EE | $2,584 | $4,918-47.4% | $4,415-41.5% | $6,690-61.4% |
| Admin fee / account holder | $8,077 | $10,256-21.2% | $8,290-2.6% | $13,400-39.7% |