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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 | $211,239-73.8% | $178,528-69.0% | $145,877-62.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 3.69% | 30.22%-26.5pp | 27.11%-23.4pp | 551.28%-547.6pp |
| Employer contribution / active EE | $1,131 | $4,570-75.3% | $3,950-71.4% | $4,663-75.7% |
| Participant deferral / active EE | $4,639 | $6,963-33.4% | $6,278-26.1% | $6,691-30.7% |
| Admin fee / account holder | $4,348 | $12,095-64.0% | $10,419-58.3% | $13,402-67.6% |