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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 | $52,886 | $81,208-34.9% | $98,920-46.5% | $79,856-33.8% |
| Participation rate | 45.8% | 72.5%-26.7pp | 76.0%-30.3pp | 69.6%-23.9pp |
| Annual return | 1.01% | 60.99%-60.0pp | 196.47%-195.5pp | 31.71%-30.7pp |
| Employer contribution / active EE | $743 | $1,960-62.1% | $2,689-72.4% | $2,471-69.9% |
| Participant deferral / active EE | $1,450 | $3,265-55.6% | $4,245-65.8% | $3,741-61.2% |
| Admin fee / account holder | $3,878 | $6,013-35.5% | $6,643-41.6% | $5,306-26.9% |