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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 | $48,336 | $183,627-73.7% | $155,602-68.9% | $145,978-66.9% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 5.79% | 61.32%-55.5pp | 64.81%-59.0pp | 550.52%-544.7pp |
| Employer contribution / active EE | $1,743 | $5,316-67.2% | $4,675-62.7% | $4,662-62.6% |
| Participant deferral / active EE | $2,988 | $6,466-53.8% | $5,629-46.9% | $6,690-55.3% |
| Admin fee / account holder | $2,705 | $19,327-86.0% | $15,923-83.0% | $13,400-79.8% |