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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 | $68,526 | $111,814-38.7% | $103,374-33.7% | $145,959-53.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 6.91% | 24.77%-17.9pp | 24.89%-18.0pp | 561.95%-555.0pp |
| Employer contribution / active EE | $1,591 | $4,214-62.2% | $3,869-58.9% | $4,661-65.9% |
| Participant deferral / active EE | $4,431 | $5,618-21.1% | $5,058-12.4% | $6,689-33.8% |
| Admin fee / account holder | $28,456 | $9,754+191.7% | $8,394+239.0% | $13,398+112.4% |