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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 | $25,314 | $98,776-74.4% | $149,745-83.1% | $79,856-68.3% |
| Participation rate | 49.3% | 75.8%-26.5pp | 82.5%-33.2pp | 69.6%-20.4pp |
| Annual return | 12.33% | 27.38%-15.0pp | 276.72%-264.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,165 | $3,217-63.8% | $4,646-74.9% | $2,471-52.9% |
| Participant deferral / active EE | $3,466 | $5,681-39.0% | $6,843-49.3% | $3,741-7.3% |
| Admin fee / account holder | $4,616 | $6,053-23.7% | $9,312-50.4% | $5,306-13.0% |