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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 | $59,390 | $111,535-46.8% | $105,223-43.6% | $137,256-56.7% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 10.54% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,630 | $3,939-58.6% | $3,689-55.8% | $4,156-60.8% |
| Participant deferral / active EE | $2,412 | $5,500-56.1% | $5,072-52.4% | $6,407-62.3% |
| Admin fee / account holder | $566 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |