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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 | $48,436 | $105,284-54.0% | $150,734-67.9% | $94,015-48.5% |
| Participation rate | 58.8% | 71.7%-12.9pp | 78.4%-19.6pp | 70.8%-12.0pp |
| Annual return | 9.95% | 15.67%-5.7pp | 600.81%-590.9pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,124 | $3,599-68.8% | $4,918-77.2% | $2,790-59.7% |
| Participant deferral / active EE | $2,995 | $4,274-29.9% | $5,610-46.6% | $4,249-29.5% |
| Admin fee / account holder | $3,444 | $9,839-65.0% | $14,905-76.9% | $8,951-61.5% |