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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 | $47,974 | $78,562-38.9% | $105,608-54.6% | $74,429-35.5% |
| Participation rate | 49.4% | 72.8%-23.4pp | 75.3%-25.9pp | 67.2%-17.8pp |
| Annual return | 10.81% | 15.94%-5.1pp | 116.50%-105.7pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $1,610 | $2,521-36.1% | $3,167-49.2% | $2,625-38.6% |
| Participant deferral / active EE | $3,326 | $4,321-23.0% | $5,010-33.6% | $4,348-23.5% |
| Admin fee / account holder | $7,597 | $2,217+242.7% | $11,028-31.1% | $1,944+290.7% |