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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 | $50,414 | $63,861-21.1% | $104,639-51.8% | $79,856-36.9% |
| Participation rate | 48.3% | 64.9%-16.6pp | 74.1%-25.8pp | 69.6%-21.4pp |
| Annual return | 6.92% | 21.30%-14.4pp | 340.67%-333.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $984 | $1,588-38.1% | $2,682-63.3% | $2,471-60.2% |
| Participant deferral / active EE | $1,705 | $2,693-36.7% | $3,738-54.4% | $3,741-54.4% |
| Admin fee / account holder | $8,209 | $4,185+96.2% | $6,465+27.0% | $5,306+54.7% |