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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 | $32,277 | $61,816-47.8% | $97,260-66.8% | $80,935-60.1% |
| Participation rate | 54.1% | 63.5%-9.4pp | 72.7%-18.6pp | 67.7%-13.6pp |
| Annual return | 8.20% | -558.73%+566.9pp | 75.54%-67.3pp | 35.66%-27.5pp |
| Employer contribution / active EE | $2,562 | $1,836+39.5% | $2,721-5.9% | $2,757-7.1% |
| Participant deferral / active EE | $3,285 | $3,027+8.5% | $4,262-22.9% | $4,299-23.6% |
| Admin fee / account holder | $2,935 | $5,166-43.2% | $5,640-48.0% | $6,924-57.6% |