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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 | $57,359 | $125,778-54.4% | $114,563-49.9% | $154,746-62.9% |
| Participation rate | 30.4% | 75.2%-44.8pp | 72.9%-42.5pp | 80.7%-50.3pp |
| Annual return | 6.29% | 295.14%-288.8pp | 241.09%-234.8pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,083 | $2,806-61.4% | $2,592-58.2% | $4,379-75.3% |
| Participant deferral / active EE | $3,860 | $4,445-13.1% | $4,142-6.8% | $6,730-42.6% |
| Admin fee / account holder | $17,980 | $8,190+119.5% | $7,623+135.9% | $14,365+25.2% |