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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 | $32,868 | $113,338-71.0% | $94,993-65.4% | $147,585-77.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 5.14% | 20.80%-15.7pp | 27.14%-22.0pp | 578.58%-573.4pp |
| Employer contribution / active EE | $563 | $3,160-82.2% | $2,603-78.4% | $4,876-88.4% |
| Participant deferral / active EE | $4,717 | $3,777+24.9% | $3,317+42.2% | $5,439-13.3% |
| Admin fee / account holder | $1,152 | $6,063-81.0% | $4,960-76.8% | $10,886-89.4% |