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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 | $50,760 | $94,031-46.0% | $115,768-56.2% | $82,448-38.4% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 11.19% | 20.61%-9.4pp | 100.46%-89.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $840 | $2,323-63.8% | $2,940-71.4% | $2,551-67.1% |
| Participant deferral / active EE | $1,915 | $3,972-51.8% | $4,917-61.1% | $4,139-53.7% |
| Admin fee / account holder | $4,243 | $10,249-58.6% | $12,439-65.9% | $7,234-41.3% |