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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 | $38,619 | $65,434-41.0% | $98,483-60.8% | $85,847-55.0% |
| Participation rate | 48.6% | 65.0%-16.4pp | 73.3%-24.7pp | 69.3%-20.7pp |
| Annual return | 9.82% | 21.75%-11.9pp | 1494.38%-1484.6pp | 318.61%-308.8pp |
| Employer contribution / active EE | $1,052 | $2,169-51.5% | $2,961-64.5% | $2,565-59.0% |
| Participant deferral / active EE | $1,939 | $3,168-38.8% | $4,276-54.7% | $3,952-50.9% |
| Admin fee / account holder | $1,318 | $4,595-71.3% | $5,953-77.9% | $6,261-79.0% |