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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 | $45,921 | $51,184-10.3% | $66,439-30.9% | $86,983-47.2% |
| Participation rate | 56.7% | 68.5%-11.8pp | 74.5%-17.8pp | 69.5%-12.9pp |
| Annual return | 7.27% | 17.07%-9.8pp | 757.66%-750.4pp | 25.83%-18.6pp |
| Employer contribution / active EE | $1,227 | $2,023-39.3% | $2,637-53.4% | $2,584-52.5% |
| Participant deferral / active EE | $4,315 | $2,927+47.4% | $3,876+11.3% | $4,194+2.9% |
| Admin fee / account holder | $21,917 | $4,154+427.6% | $6,173+255.0% | $7,856+179.0% |