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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 | $48,462 | $85,171-43.1% | $172,753-71.9% | $72,976-33.6% |
| Participation rate | 69.8% | 70.1%-0.2pp | 82.6%-12.8pp | 69.5%+0.4pp |
| Annual return | 15.93% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,791 | $3,324-46.1% | $5,144-65.2% | $2,440-26.6% |
| Participant deferral / active EE | $2,946 | $3,260-9.6% | $5,198-43.3% | $3,608-18.3% |
| Admin fee / account holder | $2,612 | $5,880-55.6% | $13,956-81.3% | $5,124-49.0% |