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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 | $101,618-43.6% | $93,063-38.4% | $137,256-58.2% |
| Participation rate | 30.4% | 74.9%-44.5pp | 72.1%-41.7pp | 80.0%-49.5pp |
| Annual return | 6.29% | 223.95%-217.7pp | 34.15%-27.9pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,083 | $2,707-60.0% | $2,476-56.3% | $4,156-73.9% |
| Participant deferral / active EE | $3,860 | $4,279-9.8% | $3,958-2.5% | $6,407-39.7% |
| Admin fee / account holder | $17,980 | $6,198+190.1% | $6,033+198.0% | $12,270+46.5% |