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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 | $51,443 | $105,210-51.1% | $159,487-67.7% | $85,851-40.1% |
| Participation rate | 31.4% | 75.8%-44.4pp | 82.8%-51.4pp | 69.3%-37.9pp |
| Annual return | 10.98% | 45.08%-34.1pp | 263.71%-252.7pp | 318.63%-307.7pp |
| Employer contribution / active EE | $904 | $3,319-72.8% | $4,831-81.3% | $2,565-64.8% |
| Participant deferral / active EE | $4,123 | $5,946-30.7% | $7,354-43.9% | $3,952+4.3% |
| Admin fee / account holder | $12,327 | $6,934+77.8% | $10,804+14.1% | $6,261+96.9% |