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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 | $64,116 | $51,638+24.2% | $68,368-6.2% | $82,448-22.2% |
| Participation rate | 47.6% | 63.6%-16.0pp | 73.8%-26.1pp | 68.1%-20.4pp |
| Annual return | 13.31% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,033 | $2,047-49.5% | $2,649-61.0% | $2,551-59.5% |
| Participant deferral / active EE | $2,212 | $2,914-24.1% | $4,123-46.3% | $4,139-46.6% |
| Admin fee / account holder | $17,083 | $4,643+267.9% | $5,150+231.7% | $7,234+136.1% |