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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 | $36,086 | $99,079-63.6% | $78,002-53.7% | $273,972-86.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 1.62% | 217.93%-216.3pp | 425.99%-424.4pp | 41.46%-39.8pp |
| Employer contribution / active EE | $1,001 | $3,308-69.7% | $2,470-59.5% | $4,869-79.4% |
| Participant deferral / active EE | $2,651 | $4,306-38.4% | $3,497-24.2% | $5,287-49.9% |
| Admin fee / account holder | $1,047 | $8,954-88.3% | $5,481-80.9% | $10,133-89.7% |