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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 | $50,922 | $89,370-43.0% | $141,197-63.9% | $72,976-30.2% |
| Participation rate | 44.6% | 75.1%-30.5pp | 82.5%-37.9pp | 69.5%-24.9pp |
| Annual return | 17.81% | 111.88%-94.1pp | 71.41%-53.6pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,055 | $3,115-66.1% | $4,736-77.7% | $2,440-56.8% |
| Participant deferral / active EE | $2,363 | $5,419-56.4% | $6,710-64.8% | $3,608-34.5% |
| Admin fee / account holder | $3,481 | $5,957-41.6% | $10,265-66.1% | $5,124-32.1% |