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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 | $44,131 | $81,208-45.7% | $98,920-55.4% | $79,856-44.7% |
| Participation rate | 67.1% | 72.5%-5.4pp | 76.0%-9.0pp | 69.6%-2.6pp |
| Annual return | 2.22% | 60.99%-58.8pp | 196.47%-194.3pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,064 | $1,960-45.7% | $2,689-60.4% | $2,471-57.0% |
| Participant deferral / active EE | $2,654 | $3,265-18.7% | $4,245-37.5% | $3,741-29.0% |
| Admin fee / account holder | $2,858 | $6,013-52.5% | $6,643-57.0% | $5,306-46.1% |