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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 | $51,384 | $102,385-49.8% | $147,080-65.1% | $80,935-36.5% |
| Participation rate | 45.5% | 75.9%-30.4pp | 82.2%-36.7pp | 67.7%-22.2pp |
| Annual return | 11.67% | 135.09%-123.4pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $1,796 | $3,717-51.7% | $4,933-63.6% | $2,757-34.9% |
| Participant deferral / active EE | $4,185 | $6,651-37.1% | $8,066-48.1% | $4,299-2.7% |
| Admin fee / account holder | $1,698 | $7,951-78.6% | $12,989-86.9% | $6,924-75.5% |