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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 | $61,412 | $110,337-44.3% | $102,383-40.0% | $145,877-57.9% |
| Participation rate | 45.8% | 77.9%-32.1pp | 74.5%-28.7pp | 80.3%-34.5pp |
| Annual return | 8.60% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,123 | $4,216-73.4% | $3,870-71.0% | $4,663-75.9% |
| Participant deferral / active EE | $2,821 | $5,621-49.8% | $5,060-44.2% | $6,691-57.8% |
| Admin fee / account holder | $1,164 | $9,750-88.1% | $8,391-86.1% | $13,402-91.3% |