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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 | $47,005 | $58,234-19.3% | $81,783-42.5% | $80,874-41.9% |
| Participation rate | 43.8% | 63.4%-19.7pp | 72.4%-28.6pp | 67.6%-23.9pp |
| Annual return | 9.53% | 41.70%-32.2pp | 775.05%-765.5pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,984 | $2,341-15.3% | $2,913-31.9% | $2,756-28.0% |
| Participant deferral / active EE | $1,838 | $3,283-44.0% | $4,320-57.5% | $4,297-57.2% |
| Admin fee / account holder | $1,383 | $4,982-72.2% | $7,380-81.3% | $6,935-80.1% |