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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 | $54,763 | $102,385-46.5% | $147,080-62.8% | $80,935-32.3% |
| Participation rate | 51.3% | 75.9%-24.6pp | 82.2%-30.9pp | 67.7%-16.4pp |
| Annual return | 4.48% | 135.09%-130.6pp | 420.17%-415.7pp | 35.66%-31.2pp |
| Employer contribution / active EE | $2,382 | $3,717-35.9% | $4,933-51.7% | $2,757-13.6% |
| Participant deferral / active EE | $5,803 | $6,651-12.8% | $8,066-28.1% | $4,299+35.0% |
| Admin fee / account holder | $5,602 | $7,951-29.5% | $12,989-56.9% | $6,924-19.1% |