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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 | $26,202 | $111,535-76.5% | $105,223-75.1% | $137,256-80.9% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 0.53% | 237.85%-237.3pp | 180.65%-180.1pp | 220.34%-219.8pp |
| Employer contribution / active EE | $1,104 | $3,939-72.0% | $3,689-70.1% | $4,156-73.4% |
| Participant deferral / active EE | $2,329 | $5,500-57.7% | $5,072-54.1% | $6,407-63.7% |
| Admin fee / account holder | $4,236 | $9,721-56.4% | $8,859-52.2% | $12,270-65.5% |