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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 | $56,583 | $106,918-47.1% | $84,021-32.7% | $152,897-63.0% |
| Participation rate | 59.1% | 75.2%-16.2pp | 69.0%-9.9pp | 82.5%-23.4pp |
| Annual return | 4.56% | 105.01%-100.4pp | 71.32%-66.8pp | 345.43%-340.9pp |
| Employer contribution / active EE | $1,079 | $2,735-60.6% | $1,984-45.6% | $4,764-77.4% |
| Participant deferral / active EE | $1,999 | $4,012-50.2% | $3,239-38.3% | $5,851-65.8% |
| Admin fee / account holder | $1,297 | $8,288-84.3% | $6,102-78.7% | $11,599-88.8% |