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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 | $46,593 | $56,134-17.0% | $96,192-51.6% | $85,851-45.7% |
| Participation rate | 49.4% | 56.7%-7.3pp | 68.4%-19.1pp | 69.3%-20.0pp |
| Annual return | 10.97% | 42.30%-31.3pp | 192.09%-181.1pp | 318.63%-307.7pp |
| Employer contribution / active EE | $668 | $1,620-58.8% | $2,799-76.1% | $2,565-74.0% |
| Participant deferral / active EE | $1,481 | $2,858-48.2% | $4,351-66.0% | $3,952-62.5% |
| Admin fee / account holder | $2,829 | $3,769-24.9% | $5,539-48.9% | $6,261-54.8% |