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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 | $31,198 | $99,652-68.7% | $78,778-60.4% | $147,586-78.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 2.71% | 47.28%-44.6pp | 35.62%-32.9pp | 578.59%-575.9pp |
| Employer contribution / active EE | $1,301 | $2,796-53.5% | $1,986-34.5% | $4,876-73.3% |
| Participant deferral / active EE | $4,654 | $3,664+27.0% | $2,958+57.3% | $5,439-14.4% |
| Admin fee / account holder | $320 | $7,155-95.5% | $5,134-93.8% | $10,886-97.1% |