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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 | $52,802 | $110,379-52.2% | $102,412-48.4% | $145,884-63.8% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.3pp | 80.3%-34.1pp |
| Annual return | 7.82% | 24.84%-17.0pp | 24.94%-17.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,720 | $4,216-59.2% | $3,870-55.6% | $4,662-63.1% |
| Participant deferral / active EE | $4,073 | $5,622-27.5% | $5,060-19.5% | $6,690-39.1% |
| Admin fee / account holder | $5,602 | $9,745-42.5% | $8,388-33.2% | $13,392-58.2% |