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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 | $47,656 | $85,169-44.0% | $172,755-72.4% | $72,983-34.7% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 12.61% | 27.32%-14.7pp | 802.94%-790.3pp | 81.01%-68.4pp |
| Employer contribution / active EE | $7,007 | $3,324+110.8% | $5,144+36.2% | $2,440+187.2% |
| Participant deferral / active EE | $3,931 | $3,260+20.6% | $5,198-24.4% | $3,608+9.0% |
| Admin fee / account holder | $865 | $5,880-85.3% | $13,955-93.8% | $5,124-83.1% |