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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 | $48,664 | $80,812-39.8% | $160,784-69.7% | $82,448-41.0% |
| Participation rate | 49.5% | 66.2%-16.8pp | 77.0%-27.5pp | 68.1%-18.6pp |
| Annual return | 13.20% | 100.59%-87.4pp | 1803.92%-1790.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $933 | $2,174-57.1% | $3,733-75.0% | $2,551-63.4% |
| Participant deferral / active EE | $2,333 | $4,335-46.2% | $6,293-62.9% | $4,139-43.6% |
| Admin fee / account holder | $666 | $7,695-91.3% | $9,717-93.1% | $7,234-90.8% |