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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 | $50,015 | $88,672-43.6% | $105,223-52.5% | $82,448-39.3% |
| Participation rate | 38.5% | 67.9%-29.5pp | 75.0%-36.6pp | 68.1%-29.6pp |
| Annual return | 1.75% | 30.86%-29.1pp | 180.65%-178.9pp | 41.64%-39.9pp |
| Employer contribution / active EE | $983 | $3,048-67.7% | $3,689-73.3% | $2,551-61.5% |
| Participant deferral / active EE | $4,347 | $4,036+7.7% | $5,072-14.3% | $4,139+5.0% |
| Admin fee / account holder | $4,510 | $7,146-36.9% | $8,859-49.1% | $7,234-37.7% |