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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 | $44,780 | $95,383-53.1% | $185,837-75.9% | $85,856-47.8% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 10.55% | 23.59%-13.0pp | 122.08%-111.5pp | 318.58%-308.0pp |
| Employer contribution / active EE | $851 | $3,313-74.3% | $5,168-83.5% | $2,565-66.8% |
| Participant deferral / active EE | $1,403 | $3,423-59.0% | $5,568-74.8% | $3,952-64.5% |
| Admin fee / account holder | $2,929 | $7,213-59.4% | $16,241-82.0% | $6,261-53.2% |