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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 | $56,106 | $80,812-30.6% | $160,784-65.1% | $82,448-31.9% |
| Participation rate | 50.8% | 66.2%-15.4pp | 77.0%-26.1pp | 68.1%-17.2pp |
| Annual return | 12.40% | 100.59%-88.2pp | 1803.92%-1791.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,428 | $2,174-34.3% | $3,733-61.7% | $2,551-44.0% |
| Participant deferral / active EE | $3,471 | $4,335-19.9% | $6,293-44.8% | $4,139-16.1% |
| Admin fee / account holder | $3,938 | $7,695-48.8% | $9,717-59.5% | $7,234-45.6% |