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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 | $53,927 | $70,366-23.4% | $66,674-19.1% | $138,895-61.2% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.7%-26.1pp | 79.9%-32.3pp |
| Annual return | 8.70% | 386.41%-377.7pp | 321.24%-312.5pp | 145.39%-136.7pp |
| Employer contribution / active EE | $1,076 | $2,765-61.1% | $2,620-58.9% | $4,194-74.3% |
| Participant deferral / active EE | $2,912 | $4,374-33.4% | $4,084-28.7% | $6,396-54.5% |
| Admin fee / account holder | $25,367 | $5,262+382.0% | $5,098+397.6% | $12,562+101.9% |