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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 | $52,223 | $86,288-39.5% | $111,306-53.1% | $85,851-39.2% |
| Participation rate | 55.0% | 73.3%-18.3pp | 77.3%-22.3pp | 69.3%-14.3pp |
| Annual return | 8.11% | 19.99%-11.9pp | 54.67%-46.6pp | 318.63%-310.5pp |
| Employer contribution / active EE | $732 | $2,044-64.2% | $2,732-73.2% | $2,565-71.5% |
| Participant deferral / active EE | $2,032 | $3,641-44.2% | $4,488-54.7% | $3,952-48.6% |
| Admin fee / account holder | $11,821 | $8,189+44.3% | $7,966+48.4% | $6,261+88.8% |