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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 | $28,809 | $58,311-50.6% | $81,882-64.8% | $80,959-64.4% |
| Participation rate | 60.9% | 63.5%-2.6pp | 72.4%-11.5pp | 67.7%-6.8pp |
| Annual return | 9.67% | 41.85%-32.2pp | 779.47%-769.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,099 | $2,347-53.2% | $2,916-62.3% | $2,757-60.1% |
| Participant deferral / active EE | $2,195 | $3,287-33.2% | $4,323-49.2% | $4,300-49.0% |
| Admin fee / account holder | $1,427 | $4,752-70.0% | $7,360-80.6% | $6,925-79.4% |