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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 | $52,054 | $59,456-12.5% | $93,669-44.4% | $74,429-30.1% |
| Participation rate | 41.6% | 59.6%-18.1pp | 68.7%-27.1pp | 67.2%-25.6pp |
| Annual return | 10.66% | 82.00%-71.3pp | 133.59%-122.9pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $765 | $1,266-39.6% | $2,424-68.4% | $2,625-70.9% |
| Participant deferral / active EE | $1,716 | $3,052-43.8% | $4,416-61.1% | $4,348-60.5% |
| Admin fee / account holder | $5,032 | $3,026+66.3% | $8,291-39.3% | $1,944+158.8% |