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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 | $48,291 | $102,429-52.9% | $147,096-67.2% | $80,925-40.3% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 9.77% | 135.02%-125.3pp | 419.75%-410.0pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,221 | $3,716-40.2% | $4,936-55.0% | $2,756-19.4% |
| Participant deferral / active EE | $7,104 | $6,649+6.8% | $8,071-12.0% | $4,299+65.3% |
| Admin fee / account holder | $1,178 | $7,957-85.2% | $13,005-90.9% | $6,940-83.0% |