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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 | $39,131 | $86,288-54.7% | $111,306-64.8% | $85,851-54.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 10.08% | 19.99%-9.9pp | 54.67%-44.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,443 | $2,044-29.4% | $2,732-47.2% | $2,565-43.8% |
| Participant deferral / active EE | $3,456 | $3,641-5.1% | $4,488-23.0% | $3,952-12.6% |
| Admin fee / account holder | $2,481 | $8,189-69.7% | $7,966-68.9% | $6,261-60.4% |