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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 | $51,927 | $75,183-30.9% | $123,894-58.1% | $55,167-5.9% |
| Participation rate | 55.7% | 72.8%-17.2pp | 81.4%-25.8pp | 69.0%-13.3pp |
| Annual return | 4.86% | 19.01%-14.2pp | 47.52%-42.7pp | 169.23%-164.4pp |
| Employer contribution / active EE | $1,794 | $2,823-36.5% | $4,617-61.1% | $1,963-8.6% |
| Participant deferral / active EE | $3,663 | $5,084-28.0% | $5,984-38.8% | $3,054+19.9% |
| Admin fee / account holder | $2,349 | $663+254.5% | $8,357-71.9% | $504+366.1% |