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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 | $78,351 | $102,429-23.5% | $147,096-46.7% | $80,925-3.2% |
| Participation rate | 47.3% | 75.9%-28.5pp | 82.2%-34.9pp | 67.7%-20.3pp |
| Annual return | 10.35% | 135.02%-124.7pp | 419.75%-409.4pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,868 | $3,716-49.7% | $4,936-62.2% | $2,756-32.2% |
| Participant deferral / active EE | $3,159 | $6,649-52.5% | $8,071-60.9% | $4,299-26.5% |
| Admin fee / account holder | $1,111 | $7,957-86.0% | $13,005-91.5% | $6,940-84.0% |