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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 | $33,256 | $102,385-67.5% | $147,080-77.4% | $80,935-58.9% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.7%-3.6pp |
| Annual return | 10.05% | 135.09%-125.0pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $5,474 | $3,717+47.3% | $4,933+11.0% | $2,757+98.6% |
| Participant deferral / active EE | $5,249 | $6,651-21.1% | $8,066-34.9% | $4,299+22.1% |
| Admin fee / account holder | $6,594 | $7,951-17.1% | $12,989-49.2% | $6,924-4.8% |