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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 | $42,154 | $63,346-33.5% | $92,240-54.3% | $70,126-39.9% |
| Participation rate | 52.0% | 68.7%-16.7pp | 76.5%-24.5pp | 69.5%-17.5pp |
| Annual return | 10.92% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,685 | $2,471-31.8% | $3,680-54.2% | $2,343-28.1% |
| Participant deferral / active EE | $2,691 | $2,854-5.7% | $3,897-30.9% | $3,332-19.2% |
| Admin fee / account holder | $5,293 | $3,841+37.8% | $5,194+1.9% | $4,645+13.9% |