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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 | $46,918 | $58,311-19.5% | $81,882-42.7% | $80,959-42.0% |
| Participation rate | 53.3% | 63.5%-10.2pp | 72.4%-19.1pp | 67.7%-14.3pp |
| Annual return | 9.77% | 41.85%-32.1pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $502 | $2,347-78.6% | $2,916-82.8% | $2,757-81.8% |
| Participant deferral / active EE | $2,436 | $3,287-25.9% | $4,323-43.7% | $4,300-43.4% |
| Admin fee / account holder | $2,915 | $4,752-38.7% | $7,360-60.4% | $6,925-57.9% |