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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 | $57,894 | $65,072-11.0% | $66,439-12.9% | $65,306-11.3% |
| Participation rate | 39.1% | 69.1%-29.9pp | 74.5%-35.4pp | 57.7%-18.5pp |
| Annual return | 7.27% | 21.50%-14.2pp | 757.66%-750.4pp | 21.94%-14.7pp |
| Employer contribution / active EE | $1,098 | $2,475-55.6% | $2,637-58.4% | $1,967-44.2% |
| Participant deferral / active EE | $1,699 | $3,234-47.5% | $3,876-56.2% | $2,959-42.6% |
| Admin fee / account holder | $4,883 | $1,323+269.1% | $6,173-20.9% | $3,480+40.3% |