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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 | $46,761 | $85,766-45.5% | $136,298-65.7% | $70,126-33.3% |
| Participation rate | 51.7% | 74.2%-22.4pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 13.93% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,350 | $2,966-54.5% | $4,696-71.3% | $2,343-42.4% |
| Participant deferral / active EE | $2,623 | $5,051-48.1% | $6,247-58.0% | $3,332-21.3% |
| Admin fee / account holder | $13,948 | $5,421+157.3% | $9,244+50.9% | $4,645+200.2% |