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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 | $47,924 | $60,139-20.3% | $90,461-47.0% | $79,856-40.0% |
| Participation rate | 67.3% | 65.0%+2.4pp | 72.7%-5.3pp | 69.6%-2.3pp |
| Annual return | 10.21% | 71.96%-61.8pp | 1294.76%-1284.6pp | 31.71%-21.5pp |
| Employer contribution / active EE | $914 | $2,069-55.8% | $3,264-72.0% | $2,471-63.0% |
| Participant deferral / active EE | $2,212 | $2,939-24.7% | $3,964-44.2% | $3,741-40.9% |
| Admin fee / account holder | $522 | $3,978-86.9% | $5,617-90.7% | $5,306-90.2% |