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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 | $57,549 | $43,496+32.3% | $161,489-64.4% | $64,340-10.6% |
| Participation rate | 45.3% | 53.5%-8.2pp | 78.7%-33.4pp | 55.2%-9.9pp |
| Annual return | 6.05% | 20.76%-14.7pp | 89.72%-83.7pp | 24.14%-18.1pp |
| Employer contribution / active EE | $780 | $1,431-45.4% | $4,268-81.7% | $1,862-58.1% |
| Participant deferral / active EE | $1,517 | $1,996-24.0% | $5,630-73.1% | $2,980-49.1% |
| Admin fee / account holder | $3,406 | $2,330+46.2% | $16,006-78.7% | $3,703-8.0% |