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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 | $53,311 | $78,607-32.2% | $105,624-49.5% | $74,478-28.4% |
| Participation rate | 43.9% | 72.8%-28.9pp | 75.3%-31.4pp | 67.2%-23.3pp |
| Annual return | 9.94% | 15.96%-6.0pp | 116.20%-106.3pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $1,279 | $2,523-49.3% | $3,168-59.6% | $2,626-51.3% |
| Participant deferral / active EE | $2,352 | $4,325-45.6% | $5,013-53.1% | $4,350-45.9% |
| Admin fee / account holder | $7,811 | $2,220+251.9% | $10,961-28.7% | $1,946+301.4% |