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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 | $51,453 | $211,105-75.6% | $178,449-71.2% | $145,978-64.8% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 6.87% | 30.19%-23.3pp | 27.09%-20.2pp | 550.52%-543.6pp |
| Employer contribution / active EE | $1,152 | $4,569-74.8% | $3,951-70.8% | $4,662-75.3% |
| Participant deferral / active EE | $1,771 | $6,959-74.5% | $6,277-71.8% | $6,690-73.5% |
| Admin fee / account holder | $7,692 | $12,017-36.0% | $10,362-25.8% | $13,400-42.6% |