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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 | $65,819 | $117,904-44.2% | $102,457-35.8% | $145,978-54.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 5.11% | 31.80%-26.7pp | 29.41%-24.3pp | 550.52%-545.4pp |
| Employer contribution / active EE | $1,850 | $3,613-48.8% | $3,022-38.8% | $4,662-60.3% |
| Participant deferral / active EE | $1,850 | $5,733-67.7% | $5,054-63.4% | $6,690-72.3% |
| Admin fee / account holder | $2,189 | $13,329-83.6% | $9,451-76.8% | $13,400-83.7% |