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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 | $47,931 | $72,071-33.5% | $68,368-29.9% | $137,256-65.1% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 10.93% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,553 | $2,788-44.3% | $2,649-41.4% | $4,156-62.6% |
| Participant deferral / active EE | $3,169 | $4,410-28.2% | $4,123-23.1% | $6,407-50.5% |
| Admin fee / account holder | $804 | $5,336-84.9% | $5,150-84.4% | $12,270-93.4% |