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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 | $48,770 | $63,346-23.0% | $92,239-47.1% | $70,124-30.5% |
| Participation rate | 31.4% | 68.7%-37.2pp | 76.5%-45.1pp | 69.5%-38.1pp |
| Annual return | 8.42% | 530.19%-521.8pp | 176.29%-167.9pp | 73.14%-64.7pp |
| Employer contribution / active EE | $1,720 | $2,471-30.4% | $3,680-53.2% | $2,342-26.6% |
| Participant deferral / active EE | $2,429 | $2,854-14.9% | $3,897-37.7% | $3,332-27.1% |
| Admin fee / account holder | $2,780 | $3,841-27.6% | $5,194-46.5% | $4,645-40.1% |