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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 | $18,417 | $114,119-83.9% | $107,187-82.8% | $138,895-86.7% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 79.9%-25.8pp |
| Annual return | 0.86% | 273.21%-272.3pp | 204.55%-203.7pp | 145.39%-144.5pp |
| Employer contribution / active EE | $1,438 | $4,059-64.6% | $3,782-62.0% | $4,194-65.7% |
| Participant deferral / active EE | $4,304 | $5,538-22.3% | $5,096-15.5% | $6,396-32.7% |
| Admin fee / account holder | $2,178 | $10,024-78.3% | $9,162-76.2% | $12,562-82.7% |