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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 | $58,474 | $125,184-53.3% | $105,607-44.6% | $145,884-59.9% |
| Participation rate | 46.2% | 77.6%-31.5pp | 75.3%-29.1pp | 80.3%-34.1pp |
| Annual return | 7.74% | 225.00%-217.3pp | 116.11%-108.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,207 | $3,720-67.5% | $3,167-61.9% | $4,662-74.1% |
| Participant deferral / active EE | $2,386 | $5,714-58.2% | $5,011-52.4% | $6,690-64.3% |
| Admin fee / account holder | $593 | $17,133-96.5% | $10,958-94.6% | $13,392-95.6% |