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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 | $49,464 | $88,186-43.9% | $165,071-70.0% | $74,459-33.6% |
| Participation rate | 44.4% | 73.1%-28.7pp | 78.6%-34.2pp | 67.2%-22.8pp |
| Annual return | 9.73% | 17.13%-7.4pp | 70.17%-60.4pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $1,023 | $2,600-60.7% | $4,347-76.5% | $2,626-61.1% |
| Participant deferral / active EE | $2,401 | $4,505-46.7% | $6,035-60.2% | $4,350-44.8% |
| Admin fee / account holder | $1,210 | $2,234-45.8% | $12,695-90.5% | $1,945-37.8% |