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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 | $46,849 | $57,305-18.2% | $86,640-45.9% | $75,173-37.7% |
| Participation rate | 36.5% | 63.2%-26.7pp | 71.7%-35.2pp | 67.2%-30.7pp |
| Annual return | 9.55% | 2674.24%-2664.7pp | 592.52%-583.0pp | 160.72%-151.2pp |
| Employer contribution / active EE | $985 | $2,316-57.5% | $3,024-67.4% | $2,671-63.1% |
| Participant deferral / active EE | $1,990 | $3,320-40.1% | $4,438-55.2% | $4,126-51.8% |
| Admin fee / account holder | $5,885 | $4,116+43.0% | $5,616+4.8% | $5,651+4.1% |