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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 | $44,173 | $98,776-55.3% | $149,745-70.5% | $79,856-44.7% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 11.37% | 27.38%-16.0pp | 276.72%-265.3pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,248 | $3,217-61.2% | $4,646-73.1% | $2,471-49.5% |
| Participant deferral / active EE | $3,267 | $5,681-42.5% | $6,843-52.3% | $3,741-12.7% |
| Admin fee / account holder | $3,186 | $6,053-47.4% | $9,312-65.8% | $5,306-40.0% |