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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 | $53,025 | $85,024-37.6% | $70,544-24.8% | $139,466-62.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 7.17% | 30.39%-23.2pp | 32.79%-25.6pp | 373.66%-366.5pp |
| Employer contribution / active EE | $1,559 | $3,912-60.1% | $2,976-47.6% | $4,754-67.2% |
| Participant deferral / active EE | $4,260 | $5,891-27.7% | $4,568-6.7% | $6,712-36.5% |
| Admin fee / account holder | $683 | $8,928-92.4% | $6,427-89.4% | $11,409-94.0% |