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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 | $59,282 | $110,093-46.2% | $97,295-39.1% | $145,897-59.4% |
| Participation rate | 46.2% | 75.9%-29.8pp | 72.7%-26.5pp | 80.3%-34.2pp |
| Annual return | 5.09% | 244.76%-239.7pp | 75.62%-70.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $441 | $3,077-85.7% | $2,723-83.8% | $4,663-90.5% |
| Participant deferral / active EE | $827 | $4,678-82.3% | $4,264-80.6% | $6,689-87.6% |
| Admin fee / account holder | $59,377 | $6,212+855.8% | $5,646+951.6% | $13,390+343.4% |