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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 | $53,824 | $52,353+2.8% | $120,225-55.2% | $82,448-34.7% |
| Participation rate | 52.1% | 58.3%-6.2pp | 69.6%-17.5pp | 68.1%-16.0pp |
| Annual return | 11.16% | 61.85%-50.7pp | 439.23%-428.1pp | 41.64%-30.5pp |
| Employer contribution / active EE | $424 | $1,510-71.9% | $3,475-87.8% | $2,551-83.4% |
| Participant deferral / active EE | $3,392 | $2,627+29.1% | $3,999-15.2% | $4,139-18.0% |
| Admin fee / account holder | $1,971 | $4,363-54.8% | $5,696-65.4% | $7,234-72.8% |