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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 | $48,707 | $110,337-55.9% | $102,383-52.4% | $145,877-66.6% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 7.85% | 24.83%-17.0pp | 24.94%-17.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $2,058 | $4,216-51.2% | $3,870-46.8% | $4,663-55.9% |
| Participant deferral / active EE | $8,393 | $5,621+49.3% | $5,060+65.9% | $6,691+25.4% |
| Admin fee / account holder | $34,775 | $9,750+256.7% | $8,391+314.4% | $13,402+159.5% |