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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 | $58,060 | $102,429-43.3% | $147,096-60.5% | $80,925-28.3% |
| Participation rate | 48.7% | 75.9%-27.1pp | 82.2%-33.5pp | 67.7%-18.9pp |
| Annual return | 11.63% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,546 | $3,716-58.4% | $4,936-68.7% | $2,756-43.9% |
| Participant deferral / active EE | $3,783 | $6,649-43.1% | $8,071-53.1% | $4,299-12.0% |
| Admin fee / account holder | $1,153 | $7,957-85.5% | $13,005-91.1% | $6,940-83.4% |