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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 | $55,304 | $211,224-73.8% | $178,505-69.0% | $145,897-62.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 3.69% | 30.28%-26.6pp | 27.16%-23.5pp | 552.29%-548.6pp |
| Employer contribution / active EE | $1,131 | $4,577-75.3% | $3,955-71.4% | $4,663-75.7% |
| Participant deferral / active EE | $4,639 | $6,966-33.4% | $6,280-26.1% | $6,689-30.6% |
| Admin fee / account holder | $4,348 | $12,109-64.1% | $10,428-58.3% | $13,390-67.5% |