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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 | $52,705 | $95,415-44.8% | $185,851-71.6% | $85,851-38.6% |
| Participation rate | 48.8% | 68.8%-19.9pp | 81.7%-32.9pp | 69.3%-20.5pp |
| Annual return | 9.91% | 23.59%-13.7pp | 122.11%-112.2pp | 318.63%-308.7pp |
| Employer contribution / active EE | $825 | $3,314-75.1% | $5,168-84.0% | $2,565-67.8% |
| Participant deferral / active EE | $2,288 | $3,424-33.2% | $5,569-58.9% | $3,952-42.1% |
| Admin fee / account holder | $7,918 | $7,215+9.8% | $16,245-51.3% | $6,261+26.5% |