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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 | $47,765 | $65,440-27.0% | $98,506-51.5% | $85,851-44.4% |
| Participation rate | 63.5% | 65.0%-1.5pp | 73.3%-9.9pp | 69.3%-5.8pp |
| Annual return | 10.08% | 21.75%-11.7pp | 1494.92%-1484.8pp | 318.63%-308.6pp |
| Employer contribution / active EE | $436 | $2,169-79.9% | $2,961-85.3% | $2,565-83.0% |
| Participant deferral / active EE | $2,083 | $3,168-34.2% | $4,277-51.3% | $3,952-47.3% |
| Admin fee / account holder | $2,382 | $4,596-48.2% | $5,955-60.0% | $6,261-62.0% |