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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 | $50,878 | $97,125-47.6% | $86,233-41.0% | $137,256-62.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 3.73% | 74.19%-70.5pp | 61.39%-57.7pp | 220.34%-216.6pp |
| Employer contribution / active EE | $954 | $2,841-66.4% | $2,504-61.9% | $4,156-77.0% |
| Participant deferral / active EE | $1,566 | $5,180-69.8% | $4,559-65.7% | $6,407-75.6% |
| Admin fee / account holder | $4,080 | $9,725-58.0% | $8,342-51.1% | $12,270-66.7% |