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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 | $47,491 | $57,305-17.1% | $86,640-45.2% | $75,173-36.8% |
| Participation rate | 51.6% | 63.2%-11.6pp | 71.7%-20.1pp | 67.2%-15.6pp |
| Annual return | 12.69% | 2674.24%-2661.5pp | 592.52%-579.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,162 | $2,316-49.8% | $3,024-61.6% | $2,671-56.5% |
| Participant deferral / active EE | $2,531 | $3,320-23.8% | $4,438-43.0% | $4,126-38.7% |
| Admin fee / account holder | $18,552 | $4,116+350.7% | $5,616+230.4% | $5,651+228.3% |