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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 | $83,369-41.5% | $105,223-53.6% | $67,986-28.2% |
| Participation rate | 50.8% | 56.3%-5.5pp | 75.0%-24.3pp | 57.2%-6.4pp |
| Annual return | 11.21% | 24.64%-13.4pp | 180.65%-169.4pp | 31.67%-20.5pp |
| Employer contribution / active EE | $3,104 | $2,541+22.2% | $3,689-15.8% | $2,019+53.8% |
| Participant deferral / active EE | $4,906 | $3,295+48.9% | $5,072-3.3% | $3,358+46.1% |
| Admin fee / account holder | $9,218 | $4,073+126.3% | $8,859+4.1% | $3,203+187.8% |