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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 | $56,305 | $61,125-7.9% | $94,057-40.1% | $87,485-35.6% |
| Participation rate | 44.9% | 64.1%-19.2pp | 73.3%-28.4pp | 68.9%-24.0pp |
| Annual return | 12.57% | 35.20%-22.6pp | 480.62%-468.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $872 | $2,136-59.2% | $2,933-70.3% | $2,596-66.4% |
| Participant deferral / active EE | $2,460 | $3,260-24.6% | $4,709-47.8% | $4,274-42.4% |
| Admin fee / account holder | $20,486 | $5,629+264.0% | $7,244+182.8% | $7,775+163.5% |