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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 | $48,105 | $58,311-17.5% | $81,882-41.3% | $80,959-40.6% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 5.62% | 41.85%-36.2pp | 779.47%-773.9pp | 35.67%-30.1pp |
| Employer contribution / active EE | $602 | $2,347-74.3% | $2,916-79.4% | $2,757-78.2% |
| Participant deferral / active EE | $1,249 | $3,287-62.0% | $4,323-71.1% | $4,300-71.0% |
| Admin fee / account holder | $5,207 | $4,752+9.6% | $7,360-29.2% | $6,925-24.8% |