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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 | $25,620 | $174,379-85.3% | $152,093-83.2% | $138,895-81.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 2.75% | 74.86%-72.1pp | 66.36%-63.6pp | 145.39%-142.6pp |
| Employer contribution / active EE | $2,034 | $4,652-56.3% | $4,175-51.3% | $4,194-51.5% |
| Participant deferral / active EE | $4,870 | $6,159-20.9% | $5,451-10.7% | $6,396-23.9% |
| Admin fee / account holder | $2,522 | $16,880-85.1% | $14,497-82.6% | $12,562-79.9% |