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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 | $46,500 | $102,385-54.6% | $147,080-68.4% | $80,935-42.5% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.4pp | 67.7%-8.8pp |
| Annual return | 11.75% | 135.09%-123.3pp | 420.17%-408.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,195 | $3,717-67.8% | $4,933-75.8% | $2,757-56.6% |
| Participant deferral / active EE | $3,456 | $6,651-48.0% | $8,066-57.2% | $4,299-19.6% |
| Admin fee / account holder | $1,632 | $7,951-79.5% | $12,989-87.4% | $6,924-76.4% |