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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 | $42,390 | $55,437-23.5% | $155,534-72.7% | $74,459-43.1% |
| Participation rate | 50.5% | 61.9%-11.4pp | 78.2%-27.7pp | 67.2%-16.7pp |
| Annual return | 10.61% | 269.58%-259.0pp | 64.92%-54.3pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,489 | $2,266-34.3% | $4,675-68.1% | $2,626-43.3% |
| Participant deferral / active EE | $3,331 | $2,837+17.4% | $5,630-40.8% | $4,350-23.4% |
| Admin fee / account holder | $534 | $1,742-69.4% | $15,900-96.6% | $1,945-72.6% |