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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 | $48,091 | $98,776-51.3% | $149,745-67.9% | $79,856-39.8% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 10.42% | 27.38%-17.0pp | 276.72%-266.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,056 | $3,217-67.2% | $4,646-77.3% | $2,471-57.3% |
| Participant deferral / active EE | $4,622 | $5,681-18.6% | $6,843-32.5% | $3,741+23.6% |
| Admin fee / account holder | $19,132 | $6,053+216.1% | $9,312+105.5% | $5,306+260.5% |