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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 | $61,416 | $65,367-6.0% | $92,915-33.9% | $72,976-15.8% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.0%-20.7pp | 69.5%-14.2pp |
| Annual return | 0.15% | 42.11%-42.0pp | 109.45%-109.3pp | 81.02%-80.9pp |
| Employer contribution / active EE | $1,100 | $2,594-57.6% | $3,653-69.9% | $2,440-54.9% |
| Participant deferral / active EE | $3,376 | $3,128+7.9% | $4,238-20.4% | $3,608-6.4% |
| Admin fee / account holder | $1,971 | $4,251-53.6% | $5,796-66.0% | $5,124-61.5% |