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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 | $45,522 | $70,366-35.3% | $66,674-31.7% | $138,895-67.2% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 10.07% | 386.41%-376.3pp | 321.24%-311.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,020 | $2,765-63.1% | $2,620-61.1% | $4,194-75.7% |
| Participant deferral / active EE | $1,482 | $4,374-66.1% | $4,084-63.7% | $6,396-76.8% |
| Admin fee / account holder | $13,150 | $5,262+149.9% | $5,098+157.9% | $12,562+4.7% |