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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 | $35,753 | $64,324-44.4% | $118,946-69.9% | $79,852-55.2% |
| Participation rate | 48.1% | 64.9%-16.7pp | 75.4%-27.2pp | 69.6%-21.5pp |
| Annual return | 5.34% | 86.45%-81.1pp | 35.89%-30.5pp | 31.72%-26.4pp |
| Employer contribution / active EE | $871 | $1,836-52.6% | $3,263-73.3% | $2,471-64.8% |
| Participant deferral / active EE | $1,175 | $2,824-58.4% | $4,266-72.5% | $3,740-68.6% |
| Admin fee / account holder | $9,075 | $4,040+124.6% | $6,581+37.9% | $5,306+71.0% |