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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 | $26,605 | $47,105-43.5% | $68,368-61.1% | $67,986-60.9% |
| Participation rate | 43.2% | 51.8%-8.5pp | 73.8%-30.5pp | 57.2%-14.0pp |
| Annual return | 10.29% | 48.37%-38.1pp | 292.57%-282.3pp | 31.67%-21.4pp |
| Employer contribution / active EE | $1,253 | $1,859-32.6% | $2,649-52.7% | $2,019-37.9% |
| Participant deferral / active EE | $1,768 | $2,374-25.5% | $4,123-57.1% | $3,358-47.3% |
| Admin fee / account holder | $6,166 | $2,435+153.2% | $5,150+19.7% | $3,203+92.5% |