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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 | $52,461 | $157,296-66.6% | $141,191-62.8% | $152,897-65.7% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 4.87% | 64.34%-59.5pp | 71.41%-66.5pp | 345.43%-340.6pp |
| Employer contribution / active EE | $1,141 | $5,262-78.3% | $4,736-75.9% | $4,764-76.0% |
| Participant deferral / active EE | $2,374 | $7,111-66.6% | $6,710-64.6% | $5,851-59.4% |
| Admin fee / account holder | $1,313 | $12,125-89.2% | $10,264-87.2% | $11,599-88.7% |