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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 | $49,059 | $58,258-15.8% | $81,820-40.0% | $80,925-39.4% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 8.49% | 41.76%-33.3pp | 777.93%-769.4pp | 35.65%-27.2pp |
| Employer contribution / active EE | $1,317 | $2,345-43.8% | $2,915-54.8% | $2,756-52.2% |
| Participant deferral / active EE | $2,812 | $3,284-14.4% | $4,323-35.0% | $4,299-34.6% |
| Admin fee / account holder | $6,654 | $4,976+33.7% | $7,391-10.0% | $6,940-4.1% |