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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 | $55,595 | $114,119-51.3% | $107,187-48.1% | $138,895-60.0% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 79.9%-41.5pp |
| Annual return | 5.72% | 273.21%-267.5pp | 204.55%-198.8pp | 145.39%-139.7pp |
| Employer contribution / active EE | $1,450 | $4,059-64.3% | $3,782-61.7% | $4,194-65.4% |
| Participant deferral / active EE | $2,789 | $5,538-49.6% | $5,096-45.3% | $6,396-56.4% |
| Admin fee / account holder | $839 | $10,024-91.6% | $9,162-90.8% | $12,562-93.3% |