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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 | $42,324 | $101,539-58.3% | $147,041-71.2% | $74,400-43.1% |
| Participation rate | 51.0% | 75.5%-24.5pp | 82.2%-31.1pp | 67.2%-16.2pp |
| Annual return | 11.65% | 8740.84%-8729.2pp | 419.21%-407.6pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $1,025 | $3,811-73.1% | $4,935-79.2% | $2,624-60.9% |
| Participant deferral / active EE | $3,301 | $7,304-54.8% | $8,071-59.1% | $4,348-24.1% |
| Admin fee / account holder | $4,964 | $1,749+183.8% | $13,006-61.8% | $1,944+155.4% |