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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 | $55,517 | $106,918-48.1% | $84,021-33.9% | $152,897-63.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 1.51% | 105.01%-103.5pp | 71.32%-69.8pp | 345.43%-343.9pp |
| Employer contribution / active EE | $733 | $2,735-73.2% | $1,984-63.1% | $4,764-84.6% |
| Participant deferral / active EE | $2,408 | $4,012-40.0% | $3,239-25.7% | $5,851-58.8% |
| Admin fee / account holder | $506 | $8,288-93.9% | $6,102-91.7% | $11,599-95.6% |