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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 | $53,278 | $51,184+4.1% | $66,439-19.8% | $86,983-38.7% |
| Participation rate | 50.6% | 68.5%-17.9pp | 74.5%-23.9pp | 69.5%-18.9pp |
| Annual return | 8.86% | 17.07%-8.2pp | 757.66%-748.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $635 | $2,023-68.6% | $2,637-75.9% | $2,584-75.4% |
| Participant deferral / active EE | $1,373 | $2,927-53.1% | $3,876-64.6% | $4,194-67.3% |
| Admin fee / account holder | $7,300 | $4,154+75.7% | $6,173+18.2% | $7,856-7.1% |