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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 | $57,947 | $211,288-72.6% | $178,540-67.5% | $145,884-60.3% |
| Participation rate | 52.9% | 80.8%-27.9pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 0.31% | 30.27%-30.0pp | 27.15%-26.8pp | 551.85%-551.5pp |
| Employer contribution / active EE | $1,176 | $4,574-74.3% | $3,953-70.2% | $4,662-74.8% |
| Participant deferral / active EE | $4,978 | $6,967-28.5% | $6,281-20.7% | $6,690-25.6% |
| Admin fee / account holder | $529 | $12,105-95.6% | $10,424-94.9% | $13,392-96.1% |