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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 | $54,573 | $135,956-59.9% | $123,894-56.0% | $273,972-80.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.63% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,390 | $5,170-73.1% | $4,617-69.9% | $4,869-71.5% |
| Participant deferral / active EE | $3,700 | $6,343-41.7% | $5,984-38.2% | $5,287-30.0% |
| Admin fee / account holder | $4,140 | $9,817-57.8% | $8,357-50.5% | $10,133-59.1% |