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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 | $51,977 | $108,911-52.3% | $100,392-48.2% | $145,884-64.4% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.26% | 58.23%-54.0pp | 49.45%-45.2pp | 551.85%-547.6pp |
| Employer contribution / active EE | $600 | $4,420-86.4% | $3,941-84.8% | $4,662-87.1% |
| Participant deferral / active EE | $9,386 | $8,459+11.0% | $8,090+16.0% | $6,690+40.3% |
| Admin fee / account holder | $1,397 | $9,698-85.6% | $7,904-82.3% | $13,392-89.6% |