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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 | $102,938-44.3% | $94,105-39.0% | $138,895-58.7% |
| Participation rate | 30.4% | 74.6%-44.2pp | 71.9%-41.5pp | 79.9%-49.5pp |
| Annual return | 6.29% | 250.28%-244.0pp | 204.55%-198.3pp | 145.39%-139.1pp |
| Employer contribution / active EE | $1,083 | $2,732-60.4% | $2,504-56.8% | $4,194-74.2% |
| Participant deferral / active EE | $3,860 | $4,196-8.0% | $3,881-0.5% | $6,396-39.6% |
| Admin fee / account holder | $17,980 | $6,600+172.4% | $6,199+190.0% | $12,562+43.1% |