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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 | $44,750 | $95,406-53.1% | $185,849-75.9% | $85,847-47.9% |
| Participation rate | 69.8% | 68.8%+1.0pp | 81.7%-11.9pp | 69.3%+0.4pp |
| Annual return | 9.16% | 23.59%-14.4pp | 122.10%-112.9pp | 318.61%-309.4pp |
| Employer contribution / active EE | $1,538 | $3,314-53.6% | $5,169-70.2% | $2,565-40.0% |
| Participant deferral / active EE | $5,543 | $3,424+61.9% | $5,569-0.5% | $3,952+40.2% |
| Admin fee / account holder | $648 | $7,214-91.0% | $16,244-96.0% | $6,261-89.6% |