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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 | $46,354 | $89,364-48.1% | $141,177-67.2% | $72,983-36.5% |
| Participation rate | 55.0% | 75.1%-20.1pp | 82.5%-27.5pp | 69.5%-14.5pp |
| Annual return | 2.13% | 111.86%-109.7pp | 71.40%-69.3pp | 81.01%-78.9pp |
| Employer contribution / active EE | $2,239 | $3,115-28.1% | $4,736-52.7% | $2,440-8.2% |
| Participant deferral / active EE | $8,092 | $5,419+49.3% | $6,710+20.6% | $3,608+124.3% |
| Admin fee / account holder | $6,002 | $5,959+0.7% | $10,263-41.5% | $5,124+17.1% |