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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 | $46,361 | $55,472-16.4% | $155,567-70.2% | $74,546-37.8% |
| Participation rate | 46.4% | 61.9%-15.5pp | 78.2%-31.8pp | 67.2%-20.8pp |
| Annual return | 9.26% | 268.72%-259.5pp | 64.74%-55.5pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $708 | $2,269-68.8% | $4,674-84.9% | $2,624-73.0% |
| Participant deferral / active EE | $1,643 | $2,838-42.1% | $5,628-70.8% | $4,347-62.2% |
| Admin fee / account holder | $2,937 | $1,743+68.5% | $15,916-81.5% | $1,944+51.1% |