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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 | $63,514 | $81,208-21.8% | $98,920-35.8% | $79,856-20.5% |
| Participation rate | 51.9% | 72.5%-20.7pp | 76.0%-24.2pp | 69.6%-17.8pp |
| Annual return | 4.87% | 60.99%-56.1pp | 196.47%-191.6pp | 31.71%-26.8pp |
| Employer contribution / active EE | $614 | $1,960-68.6% | $2,689-77.2% | $2,471-75.1% |
| Participant deferral / active EE | $1,899 | $3,265-41.8% | $4,245-55.3% | $3,741-49.2% |
| Admin fee / account holder | $1,315 | $6,013-78.1% | $6,643-80.2% | $5,306-75.2% |