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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 | $42,836 | $57,305-25.2% | $86,640-50.6% | $75,173-43.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 12.20% | 2674.24%-2662.0pp | 592.52%-580.3pp | 160.72%-148.5pp |
| Employer contribution / active EE | $339 | $2,316-85.3% | $3,024-88.8% | $2,671-87.3% |
| Participant deferral / active EE | $2,997 | $3,320-9.7% | $4,438-32.5% | $4,126-27.4% |
| Admin fee / account holder | $7,366 | $4,116+79.0% | $5,616+31.2% | $5,651+30.4% |