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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 | $61,542 | $102,422-39.9% | $147,117-58.2% | $80,959-24.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 11.01% | 135.16%-124.2pp | 420.54%-409.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $4,354 | $3,717+17.1% | $4,932-11.7% | $2,757+57.9% |
| Participant deferral / active EE | $4,937 | $6,652-25.8% | $8,065-38.8% | $4,300+14.8% |
| Admin fee / account holder | $3,061 | $7,953-61.5% | $12,993-76.4% | $6,925-55.8% |