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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 | $48,332 | $98,776-51.1% | $149,745-67.7% | $79,856-39.5% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 8.66% | 27.38%-18.7pp | 276.72%-268.1pp | 31.71%-23.1pp |
| Employer contribution / active EE | $10,006 | $3,217+211.0% | $4,646+115.4% | $2,471+304.9% |
| Participant deferral / active EE | $4,030 | $5,681-29.1% | $6,843-41.1% | $3,741+7.7% |
| Admin fee / account holder | $31,322 | $6,053+417.5% | $9,312+236.4% | $5,306+490.3% |