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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 | $47,069 | $58,258-19.2% | $81,820-42.5% | $80,925-41.8% |
| Participation rate | 67.4% | 63.5%+3.9pp | 72.4%-5.0pp | 67.7%-0.3pp |
| Annual return | 8.81% | 41.76%-33.0pp | 777.93%-769.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,032 | $2,345-56.0% | $2,915-64.6% | $2,756-62.6% |
| Participant deferral / active EE | $2,713 | $3,284-17.4% | $4,323-37.2% | $4,299-36.9% |
| Admin fee / account holder | $11,880 | $4,976+138.7% | $7,391+60.7% | $6,940+71.2% |