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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 | $50,925 | $58,275-12.6% | $81,844-37.8% | $80,935-37.1% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 10.31% | 41.82%-31.5pp | 778.87%-768.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,288 | $2,346-45.1% | $2,916-55.8% | $2,757-53.3% |
| Participant deferral / active EE | $3,070 | $3,285-6.5% | $4,323-29.0% | $4,299-28.6% |
| Admin fee / account holder | $619 | $4,749-87.0% | $7,355-91.6% | $6,924-91.1% |