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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 | $65,478 | $117,829-44.4% | $102,423-36.1% | $145,877-55.1% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 8.37% | 31.83%-23.5pp | 29.42%-21.1pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,586 | $3,615-56.1% | $3,023-47.5% | $4,663-66.0% |
| Participant deferral / active EE | $4,042 | $5,732-29.5% | $5,054-20.0% | $6,691-39.6% |
| Admin fee / account holder | $2,019 | $13,335-84.9% | $9,455-78.6% | $13,402-84.9% |