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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 | $46,500 | $102,429-54.6% | $147,096-68.4% | $80,925-42.5% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.4pp | 67.7%-8.8pp |
| Annual return | 11.75% | 135.02%-123.3pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,195 | $3,716-67.8% | $4,936-75.8% | $2,756-56.6% |
| Participant deferral / active EE | $3,456 | $6,649-48.0% | $8,071-57.2% | $4,299-19.6% |
| Admin fee / account holder | $1,632 | $7,957-79.5% | $13,005-87.5% | $6,940-76.5% |