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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 | $58,935 | $102,385-42.4% | $147,080-59.9% | $80,935-27.2% |
| Participation rate | 45.2% | 75.9%-30.6pp | 82.2%-36.9pp | 67.7%-22.4pp |
| Annual return | 10.67% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,203 | $3,717-67.6% | $4,933-75.6% | $2,757-56.4% |
| Participant deferral / active EE | $2,663 | $6,651-60.0% | $8,066-67.0% | $4,299-38.1% |
| Admin fee / account holder | $14,189 | $7,951+78.4% | $12,989+9.2% | $6,924+104.9% |