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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 | $48,789 | $80,674-39.5% | $119,126-59.0% | $64,340-24.2% |
| Participation rate | 50.8% | 55.2%-4.4pp | 75.8%-25.0pp | 55.2%-4.5pp |
| Annual return | 11.21% | 26.86%-15.7pp | 282.11%-270.9pp | 24.14%-12.9pp |
| Employer contribution / active EE | $3,104 | $2,564+21.1% | $4,034-23.0% | $1,862+66.8% |
| Participant deferral / active EE | $4,906 | $3,053+60.7% | $5,318-7.8% | $2,980+64.6% |
| Admin fee / account holder | $9,218 | $4,559+102.2% | $10,693-13.8% | $3,703+149.0% |