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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 | $46,586 | $102,393-54.5% | $147,041-68.3% | $80,911-42.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 10.70% | 134.95%-124.3pp | 419.21%-408.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,212 | $3,715-67.4% | $4,935-75.4% | $2,756-56.0% |
| Participant deferral / active EE | $3,150 | $6,647-52.6% | $8,071-61.0% | $4,297-26.7% |
| Admin fee / account holder | $2,350 | $7,943-70.4% | $13,006-81.9% | $6,935-66.1% |