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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 | $51,571 | $107,421-52.0% | $182,262-71.7% | $94,015-45.1% |
| Participation rate | 54.8% | 77.8%-23.0pp | 84.2%-29.5pp | 70.8%-16.1pp |
| Annual return | 10.35% | 21.32%-11.0pp | 140.60%-130.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $3,847 | $3,448+11.6% | $5,046-23.8% | $2,790+37.9% |
| Participant deferral / active EE | $5,912 | $6,558-9.8% | $8,276-28.6% | $4,249+39.1% |
| Admin fee / account holder | $19,749 | $8,692+127.2% | $16,712+18.2% | $8,951+120.6% |