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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 | $56,103 | $102,422-45.2% | $147,117-61.9% | $80,959-30.7% |
| Participation rate | 47.7% | 75.9%-28.1pp | 82.2%-34.5pp | 67.7%-19.9pp |
| Annual return | 6.93% | 135.16%-128.2pp | 420.54%-413.6pp | 35.67%-28.7pp |
| Employer contribution / active EE | $2,149 | $3,717-42.2% | $4,932-56.4% | $2,757-22.1% |
| Participant deferral / active EE | $4,098 | $6,652-38.4% | $8,065-49.2% | $4,300-4.7% |
| Admin fee / account holder | $3,088 | $7,953-61.2% | $12,993-76.2% | $6,925-55.4% |