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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 | $49,215 | $55,902-12.0% | $76,030-35.3% | $80,959-39.2% |
| Participation rate | 3.3% | 62.1%-58.7pp | 69.1%-65.7pp | 67.7%-64.3pp |
| Annual return | 8.38% | 20.59%-12.2pp | 361.54%-353.2pp | 35.67%-27.3pp |
| Employer contribution / active EE | $951 | $1,867-49.1% | $2,688-64.6% | $2,757-65.5% |
| Participant deferral / active EE | $1,864 | $3,051-38.9% | $4,257-56.2% | $4,300-56.7% |
| Admin fee / account holder | $11,279 | $5,239+115.3% | $6,421+75.7% | $6,925+62.9% |