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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 | $47,612 | $28,624+66.3% | $53,647-11.2% | $82,637-42.4% |
| Participation rate | 16.9% | 47.3%-30.3pp | 56.3%-39.3pp | 68.1%-51.1pp |
| Annual return | 12.40% | 664.98%-652.6pp | 358.33%-345.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $130 | $637-79.6% | $962-86.5% | $2,552-94.9% |
| Participant deferral / active EE | $727 | $1,196-39.3% | $1,813-59.9% | $4,126-82.4% |
| Admin fee / account holder | $31,034 | $2,022+1435.0% | $2,460+1161.6% | $7,339+322.9% |