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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 | $52,025 | $115,810-55.1% | $101,271-48.6% | $158,966-67.3% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 3.65% | 56.15%-52.5pp | 46.48%-42.8pp | 302.95%-299.3pp |
| Employer contribution / active EE | $796 | $4,175-80.9% | $3,660-78.3% | $4,762-83.3% |
| Participant deferral / active EE | $1,987 | $4,958-59.9% | $4,371-54.5% | $5,983-66.8% |
| Admin fee / account holder | $3,638 | $7,248-49.8% | $5,948-38.8% | $11,250-67.7% |