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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 | $34,064 | $55,437-38.6% | $155,534-78.1% | $74,459-54.3% |
| Participation rate | 20.0% | 61.9%-41.9pp | 78.2%-58.2pp | 67.2%-47.2pp |
| Annual return | 6.57% | 269.58%-263.0pp | 64.92%-58.3pp | 1369.70%-1363.1pp |
| Employer contribution / active EE | $1,081 | $2,266-52.3% | $4,675-76.9% | $2,626-58.8% |
| Participant deferral / active EE | $1,673 | $2,837-41.0% | $5,630-70.3% | $4,350-61.5% |
| Admin fee / account holder | $3,016 | $1,742+73.1% | $15,900-81.0% | $1,945+55.1% |