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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 | $48,724 | $100,279-51.4% | $81,353-40.1% | $145,884-66.6% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 5.41% | 34.49%-29.1pp | 24.82%-19.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $635 | $2,979-78.7% | $2,464-74.2% | $4,662-86.4% |
| Participant deferral / active EE | $2,652 | $4,611-42.5% | $3,885-31.7% | $6,690-60.4% |
| Admin fee / account holder | $3,110 | $8,206-62.1% | $5,766-46.1% | $13,392-76.8% |