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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 | $52,966 | $102,385-48.3% | $147,080-64.0% | $80,935-34.6% |
| Participation rate | 53.6% | 75.9%-22.3pp | 82.2%-28.6pp | 67.7%-14.1pp |
| Annual return | 11.44% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,174 | $3,717-68.4% | $4,933-76.2% | $2,757-57.4% |
| Participant deferral / active EE | $4,048 | $6,651-39.1% | $8,066-49.8% | $4,299-5.8% |
| Admin fee / account holder | $638 | $7,951-92.0% | $12,989-95.1% | $6,924-90.8% |