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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 | $50,665 | $71,230-28.9% | $93,727-45.9% | $80,959-37.4% |
| Participation rate | 44.9% | 60.4%-15.5pp | 68.7%-23.8pp | 67.7%-22.8pp |
| Annual return | 9.11% | 11.26%-2.1pp | 133.83%-124.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $980 | $1,565-37.4% | $2,421-59.5% | $2,757-64.5% |
| Participant deferral / active EE | $2,483 | $4,037-38.5% | $4,417-43.8% | $4,300-42.3% |
| Admin fee / account holder | $1,702 | $6,961-75.5% | $8,292-79.5% | $6,925-75.4% |