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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 | $45,514 | $102,382-55.5% | $147,005-69.0% | $80,874-43.7% |
| Participation rate | 48.5% | 75.8%-27.4pp | 82.2%-33.7pp | 67.6%-19.2pp |
| Annual return | 8.15% | 134.89%-126.7pp | 418.76%-410.6pp | 35.62%-27.5pp |
| Employer contribution / active EE | $2,491 | $3,715-32.9% | $4,934-49.5% | $2,756-9.6% |
| Participant deferral / active EE | $7,192 | $6,646+8.2% | $8,070-10.9% | $4,297+67.4% |
| Admin fee / account holder | $13,226 | $7,942+66.5% | $13,006+1.7% | $6,935+90.7% |