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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 | $89,259-45.7% | $107,187-54.8% | $82,637-41.4% |
| Participation rate | 58.8% | 67.9%-9.1pp | 75.0%-16.2pp | 68.1%-9.2pp |
| Annual return | 9.95% | 21.02%-11.1pp | 204.55%-194.6pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,124 | $3,080-63.5% | $3,782-70.3% | $2,552-56.0% |
| Participant deferral / active EE | $2,995 | $4,037-25.8% | $5,096-41.2% | $4,126-27.4% |
| Admin fee / account holder | $3,444 | $7,381-53.3% | $9,162-62.4% | $7,339-53.1% |