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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 | $56,116-4.1% | $135,768-60.4% | $86,983-38.1% |
| Participation rate | 52.1% | 60.1%-8.0pp | 71.1%-19.0pp | 69.5%-17.5pp |
| Annual return | 11.16% | 125.33%-114.2pp | 526.10%-514.9pp | 25.83%-14.7pp |
| Employer contribution / active EE | $424 | $1,528-72.3% | $3,394-87.5% | $2,584-83.6% |
| Participant deferral / active EE | $3,392 | $2,690+26.1% | $3,977-14.7% | $4,194-19.1% |
| Admin fee / account holder | $1,971 | $4,314-54.3% | $7,048-72.0% | $7,856-74.9% |