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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 | $48,606 | $88,360-45.0% | $145,433-66.6% | $67,986-28.5% |
| Participation rate | 23.8% | 65.5%-41.6pp | 82.1%-58.3pp | 57.2%-33.4pp |
| Annual return | 10.80% | 63.15%-52.4pp | 66.58%-55.8pp | 31.67%-20.9pp |
| Employer contribution / active EE | $909 | $3,054-70.2% | $4,554-80.0% | $2,019-55.0% |
| Participant deferral / active EE | $2,218 | $5,932-62.6% | $7,897-71.9% | $3,358-33.9% |
| Admin fee / account holder | $40,086 | $3,313+1109.9% | $13,129+205.3% | $3,203+1151.4% |