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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 | $23,238 | $80,812-71.2% | $160,784-85.5% | $82,448-71.8% |
| Participation rate | 50.6% | 66.2%-15.7pp | 77.0%-26.4pp | 68.1%-17.5pp |
| Annual return | 12.99% | 100.59%-87.6pp | 1803.92%-1790.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,483 | $2,174-31.8% | $3,733-60.3% | $2,551-41.9% |
| Participant deferral / active EE | $2,965 | $4,335-31.6% | $6,293-52.9% | $4,139-28.4% |
| Admin fee / account holder | $10,371 | $7,695+34.8% | $9,717+6.7% | $7,234+43.4% |