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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 | $94,436-46.2% | $115,599-56.1% | $82,637-38.6% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.3%-24.3pp | 68.1%-18.1pp |
| Annual return | 11.19% | 18.37%-7.2pp | 111.10%-99.9pp | 53.51%-42.3pp |
| Employer contribution / active EE | $840 | $2,324-63.9% | $2,955-71.6% | $2,552-67.1% |
| Participant deferral / active EE | $1,915 | $3,955-51.6% | $4,889-60.8% | $4,126-53.6% |
| Admin fee / account holder | $4,243 | $10,328-58.9% | $12,841-67.0% | $7,339-42.2% |