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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 | $64,123 | $102,638-37.5% | $81,991-21.8% | $158,966-59.7% |
| Participation rate | 53.3% | 75.5%-22.2pp | 69.3%-15.9pp | 82.0%-28.6pp |
| Annual return | 3.59% | 61.05%-57.5pp | 41.31%-37.7pp | 302.95%-299.4pp |
| Employer contribution / active EE | $1,132 | $3,241-65.1% | $2,498-54.7% | $4,762-76.2% |
| Participant deferral / active EE | $2,952 | $4,649-36.5% | $3,722-20.7% | $5,983-50.7% |
| Admin fee / account holder | $1,183 | $8,237-85.6% | $5,665-79.1% | $11,250-89.5% |