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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 | $63,392 | $58,923+7.6% | $97,167-34.8% | $74,546-15.0% |
| Participation rate | 43.7% | 63.6%-19.9pp | 72.7%-29.0pp | 67.2%-23.5pp |
| Annual return | 7.33% | 16.04%-8.7pp | 75.27%-67.9pp | 1366.03%-1358.7pp |
| Employer contribution / active EE | $995 | $1,894-47.5% | $2,729-63.5% | $2,624-62.1% |
| Participant deferral / active EE | $2,661 | $3,664-27.4% | $4,264-37.6% | $4,347-38.8% |
| Admin fee / account holder | $13,888 | $1,974+603.7% | $5,650+145.8% | $1,944+614.6% |