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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 | $44,863 | $59,456-24.5% | $93,681-52.1% | $74,400-39.7% |
| Participation rate | 34.8% | 59.6%-24.9pp | 68.7%-33.9pp | 67.2%-32.4pp |
| Annual return | 9.66% | 82.00%-72.3pp | 133.47%-123.8pp | 1367.51%-1357.9pp |
| Employer contribution / active EE | $1,065 | $1,266-15.8% | $2,422-56.0% | $2,624-59.4% |
| Participant deferral / active EE | $1,878 | $3,052-38.4% | $4,415-57.5% | $4,348-56.8% |
| Admin fee / account holder | $8,174 | $3,026+170.1% | $8,290-1.4% | $1,944+320.6% |