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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 | $58,935 | $102,382-42.4% | $147,005-59.9% | $80,874-27.1% |
| Participation rate | 45.2% | 75.8%-30.6pp | 82.2%-36.9pp | 67.6%-22.4pp |
| Annual return | 10.67% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,203 | $3,715-67.6% | $4,934-75.6% | $2,756-56.4% |
| Participant deferral / active EE | $2,663 | $6,646-59.9% | $8,070-67.0% | $4,297-38.0% |
| Admin fee / account holder | $14,189 | $7,942+78.6% | $13,006+9.1% | $6,935+104.6% |