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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 | $58,387 | $100,279-41.8% | $81,353-28.2% | $145,884-60.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 2.34% | 34.49%-32.2pp | 24.82%-22.5pp | 551.85%-549.5pp |
| Employer contribution / active EE | $777 | $2,979-73.9% | $2,464-68.4% | $4,662-83.3% |
| Participant deferral / active EE | $947 | $4,611-79.5% | $3,885-75.6% | $6,690-85.8% |
| Admin fee / account holder | $1,430 | $8,206-82.6% | $5,766-75.2% | $13,392-89.3% |