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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 | $49,826 | $105,856-52.9% | $90,161-44.7% | $147,586-66.2% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 5.02% | 37.63%-32.6pp | 34.89%-29.9pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,975 | $4,126-52.1% | $3,318-40.5% | $4,876-59.5% |
| Participant deferral / active EE | $2,716 | $5,733-52.6% | $5,287-48.6% | $5,439-50.1% |
| Admin fee / account holder | $454 | $8,046-94.4% | $5,943-92.4% | $10,886-95.8% |