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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 | $57,102 | $65,555-12.9% | $86,216-33.8% | $75,173-24.0% |
| Participation rate | 51.6% | 60.5%-8.9pp | 69.0%-17.4pp | 67.2%-15.6pp |
| Annual return | 12.36% | 46.07%-33.7pp | 1169.42%-1157.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $364 | $1,553-76.6% | $2,382-84.7% | $2,671-86.4% |
| Participant deferral / active EE | $4,075 | $3,023+34.8% | $3,986+2.2% | $4,126-1.3% |
| Admin fee / account holder | $12,765 | $5,469+133.4% | $6,853+86.3% | $5,651+125.9% |