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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 | $58,241-50.5% | $81,780-64.8% | $80,911-64.4% |
| Participation rate | 60.9% | 63.4%-2.6pp | 72.4%-11.5pp | 67.6%-6.8pp |
| Annual return | 9.67% | 41.73%-32.1pp | 776.27%-766.6pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,099 | $2,343-53.1% | $2,914-62.3% | $2,756-60.1% |
| Participant deferral / active EE | $2,195 | $3,283-33.1% | $4,321-49.2% | $4,297-48.9% |
| Admin fee / account holder | $1,427 | $4,973-71.3% | $7,384-80.7% | $6,935-79.4% |