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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 | $53,831 | $96,731-44.3% | $123,973-56.6% | $86,983-38.1% |
| Participation rate | 51.7% | 70.0%-18.3pp | 76.7%-24.9pp | 69.5%-17.8pp |
| Annual return | 9.23% | 17.33%-8.1pp | 388.13%-378.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $1,320 | $3,297-60.0% | $4,126-68.0% | $2,584-48.9% |
| Participant deferral / active EE | $2,712 | $4,152-34.7% | $5,247-48.3% | $4,194-35.3% |
| Admin fee / account holder | $550 | $8,722-93.7% | $11,799-95.3% | $7,856-93.0% |