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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 | $89,259-42.9% | $107,187-52.5% | $82,637-38.4% |
| Participation rate | 52.9% | 67.9%-15.0pp | 75.0%-22.1pp | 68.1%-15.1pp |
| Annual return | 11.08% | 21.02%-9.9pp | 204.55%-193.5pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,660 | $3,080-46.1% | $3,782-56.1% | $2,552-35.0% |
| Participant deferral / active EE | $3,824 | $4,037-5.3% | $5,096-25.0% | $4,126-7.3% |
| Admin fee / account holder | $2,655 | $7,381-64.0% | $9,162-71.0% | $7,339-63.8% |