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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 | $35,236 | $88,672-60.3% | $105,223-66.5% | $82,448-57.3% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 5.46% | 30.86%-25.4pp | 180.65%-175.2pp | 41.64%-36.2pp |
| Employer contribution / active EE | $1,422 | $3,048-53.3% | $3,689-61.4% | $2,551-44.3% |
| Participant deferral / active EE | $1,967 | $4,036-51.3% | $5,072-61.2% | $4,139-52.5% |
| Admin fee / account holder | $58,920 | $7,146+724.5% | $8,859+565.1% | $7,234+714.5% |