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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 | $44,237 | $80,753-45.2% | $136,298-67.5% | $62,293-29.0% |
| Participation rate | 57.0% | 73.5%-16.5pp | 81.9%-24.9pp | 69.5%-12.5pp |
| Annual return | 14.14% | 35.83%-21.7pp | 5156.27%-5142.1pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,797 | $2,884-37.7% | $4,696-61.7% | $2,042-12.0% |
| Participant deferral / active EE | $2,700 | $5,164-47.7% | $6,247-56.8% | $3,169-14.8% |
| Admin fee / account holder | $3,163 | $525+502.0% | $9,244-65.8% | $479+559.8% |