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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 | $49,765 | $65,555-24.1% | $86,216-42.3% | $75,173-33.8% |
| Participation rate | 37.0% | 60.5%-23.4pp | 69.0%-31.9pp | 67.2%-30.2pp |
| Annual return | 8.34% | 46.07%-37.7pp | 1169.42%-1161.1pp | 160.72%-152.4pp |
| Employer contribution / active EE | $535 | $1,553-65.5% | $2,382-77.5% | $2,671-80.0% |
| Participant deferral / active EE | $2,056 | $3,023-32.0% | $3,986-48.4% | $4,126-50.2% |
| Admin fee / account holder | $3,127 | $5,469-42.8% | $6,853-54.4% | $5,651-44.7% |