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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 | $50,933 | $88,672-42.6% | $105,223-51.6% | $82,448-38.2% |
| Participation rate | 52.9% | 67.9%-15.0pp | 75.0%-22.1pp | 68.1%-15.1pp |
| Annual return | 11.08% | 30.86%-19.8pp | 180.65%-169.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,660 | $3,048-45.5% | $3,689-55.0% | $2,551-34.9% |
| Participant deferral / active EE | $3,824 | $4,036-5.2% | $5,072-24.6% | $4,139-7.6% |
| Admin fee / account holder | $2,655 | $7,146-62.8% | $8,859-70.0% | $7,234-63.3% |