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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 | $53,221 | $89,259-40.4% | $107,187-50.3% | $82,637-35.6% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 10.24% | 21.02%-10.8pp | 204.55%-194.3pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,445 | $3,080-53.1% | $3,782-61.8% | $2,552-43.4% |
| Participant deferral / active EE | $1,996 | $4,037-50.6% | $5,096-60.8% | $4,126-51.6% |
| Admin fee / account holder | $1,190 | $7,381-83.9% | $9,162-87.0% | $7,339-83.8% |