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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 | $49,851 | $60,119-17.1% | $90,430-44.9% | $79,858-37.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 9.41% | 71.94%-62.5pp | 1293.73%-1284.3pp | 31.72%-22.3pp |
| Employer contribution / active EE | $876 | $2,068-57.6% | $3,262-73.1% | $2,471-64.6% |
| Participant deferral / active EE | $2,267 | $2,938-22.8% | $3,963-42.8% | $3,740-39.4% |
| Admin fee / account holder | $501 | $3,976-87.4% | $5,613-91.1% | $5,306-90.6% |