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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 | $52,611 | $156,398-66.4% | $147,318-64.3% | $138,895-62.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.88% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,321 | $4,853-52.2% | $4,593-49.5% | $4,194-44.7% |
| Participant deferral / active EE | $7,468 | $8,237-9.3% | $7,906-5.5% | $6,396+16.8% |
| Admin fee / account holder | $792 | $14,976-94.7% | $13,708-94.2% | $12,562-93.7% |