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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 | $34,413 | $111,535-69.1% | $105,223-67.3% | $137,256-74.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 9.90% | 237.85%-228.0pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,084 | $3,939-72.5% | $3,689-70.6% | $4,156-73.9% |
| Participant deferral / active EE | $1,543 | $5,500-72.0% | $5,072-69.6% | $6,407-75.9% |
| Admin fee / account holder | $28,421 | $9,721+192.3% | $8,859+220.8% | $12,270+131.6% |