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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 | $49,869 | $106,905-53.4% | $84,020-40.6% | $152,885-67.4% |
| Participation rate | 45.0% | 75.2%-30.2pp | 69.0%-24.0pp | 82.5%-37.5pp |
| Annual return | 1.81% | 105.00%-103.2pp | 71.31%-69.5pp | 345.39%-343.6pp |
| Employer contribution / active EE | $1,031 | $2,735-62.3% | $1,984-48.0% | $4,763-78.4% |
| Participant deferral / active EE | $1,960 | $4,012-51.2% | $3,239-39.5% | $5,851-66.5% |
| Admin fee / account holder | $1,295 | $8,287-84.4% | $6,101-78.8% | $11,598-88.8% |