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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 | $89,259-39.7% | $107,187-49.8% | $82,637-34.9% |
| Participation rate | 51.7% | 67.9%-16.2pp | 75.0%-23.3pp | 68.1%-16.3pp |
| Annual return | 9.23% | 21.02%-11.8pp | 204.55%-195.3pp | 53.51%-44.3pp |
| Employer contribution / active EE | $1,320 | $3,080-57.2% | $3,782-65.1% | $2,552-48.3% |
| Participant deferral / active EE | $2,712 | $4,037-32.8% | $5,096-46.8% | $4,126-34.3% |
| Admin fee / account holder | $550 | $7,381-92.5% | $9,162-94.0% | $7,339-92.5% |