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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 | $47,187 | $51,642-8.6% | $129,384-63.5% | $80,935-41.7% |
| Participation rate | 56.8% | 56.9%-0.2pp | 69.6%-12.9pp | 67.7%-10.9pp |
| Annual return | 9.63% | 20.78%-11.2pp | 9461.77%-9452.1pp | 35.66%-26.0pp |
| Employer contribution / active EE | $952 | $1,583-39.9% | $4,153-77.1% | $2,757-65.5% |
| Participant deferral / active EE | $3,098 | $2,670+16.0% | $4,166-25.6% | $4,299-27.9% |
| Admin fee / account holder | $20,368 | $4,312+372.4% | $7,686+165.0% | $6,924+194.2% |