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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 | $60,036 | $102,385-41.4% | $147,080-59.2% | $80,935-25.8% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.7%-19.5pp |
| Annual return | 9.81% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,566 | $3,717-57.9% | $4,933-68.3% | $2,757-43.2% |
| Participant deferral / active EE | $2,858 | $6,651-57.0% | $8,066-64.6% | $4,299-33.5% |
| Admin fee / account holder | $597 | $7,951-92.5% | $12,989-95.4% | $6,924-91.4% |