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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 | $36,590 | $102,385-64.3% | $147,080-75.1% | $80,935-54.8% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 10.33% | 135.09%-124.8pp | 420.17%-409.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,618 | $3,717-56.5% | $4,933-67.2% | $2,757-41.3% |
| Participant deferral / active EE | $4,039 | $6,651-39.3% | $8,066-49.9% | $4,299-6.1% |
| Admin fee / account holder | $12,141 | $7,951+52.7% | $12,989-6.5% | $6,924+75.3% |