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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 | $56,570 | $102,422-44.8% | $147,117-61.5% | $80,959-30.1% |
| Participation rate | 34.8% | 75.9%-41.0pp | 82.2%-47.3pp | 67.7%-32.8pp |
| Annual return | 10.29% | 135.16%-124.9pp | 420.54%-410.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,727 | $3,717-53.5% | $4,932-65.0% | $2,757-37.4% |
| Participant deferral / active EE | $3,107 | $6,652-53.3% | $8,065-61.5% | $4,300-27.8% |
| Admin fee / account holder | $17,911 | $7,953+125.2% | $12,993+37.9% | $6,925+158.6% |