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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 | $108,882-53.3% | $96,754-47.4% | $154,746-67.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 3.73% | 98.39%-94.7pp | 82.04%-78.3pp | 172.34%-168.6pp |
| Employer contribution / active EE | $954 | $3,018-68.4% | $2,679-64.4% | $4,379-78.2% |
| Participant deferral / active EE | $1,566 | $5,323-70.6% | $4,758-67.1% | $6,730-76.7% |
| Admin fee / account holder | $4,080 | $10,200-60.0% | $8,905-54.2% | $14,365-71.6% |