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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 | $55,703 | $85,766-35.1% | $136,298-59.1% | $70,126-20.6% |
| Participation rate | 51.4% | 74.2%-22.8pp | 81.9%-30.5pp | 69.5%-18.2pp |
| Annual return | 12.61% | 31.46%-18.8pp | 5156.27%-5143.7pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,826 | $2,966-4.7% | $4,696-39.8% | $2,343+20.6% |
| Participant deferral / active EE | $4,525 | $5,051-10.4% | $6,247-27.6% | $3,332+35.8% |
| Admin fee / account holder | $11,195 | $5,421+106.5% | $9,244+21.1% | $4,645+141.0% |