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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 | $48,000 | $65,555-26.8% | $86,216-44.3% | $75,173-36.1% |
| Participation rate | 39.6% | 60.5%-20.9pp | 69.0%-29.4pp | 67.2%-27.6pp |
| Annual return | 7.36% | 46.07%-38.7pp | 1169.42%-1162.1pp | 160.72%-153.4pp |
| Employer contribution / active EE | $567 | $1,553-63.5% | $2,382-76.2% | $2,671-78.8% |
| Participant deferral / active EE | $1,459 | $3,023-51.7% | $3,986-63.4% | $4,126-64.6% |
| Admin fee / account holder | $5,724 | $5,469+4.7% | $6,853-16.5% | $5,651+1.3% |