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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 | $42,826 | $91,167-53.0% | $178,498-76.0% | $79,858-46.4% |
| Participation rate | 51.8% | 69.2%-17.4pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 2.10% | 24.19%-22.1pp | 151.09%-149.0pp | 31.72%-29.6pp |
| Employer contribution / active EE | $914 | $3,255-71.9% | $5,011-81.8% | $2,471-63.0% |
| Participant deferral / active EE | $1,577 | $3,236-51.3% | $5,202-69.7% | $3,740-57.8% |
| Admin fee / account holder | $4,614 | $6,747-31.6% | $13,985-67.0% | $5,306-13.0% |