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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 | $101,690 | $124,330-18.2% | $109,173-6.9% | $167,536-39.3% |
| Participation rate | 45.5% | 79.5%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 0.77% | 26.04%-25.3pp | 25.75%-25.0pp | 478.82%-478.0pp |
| Employer contribution / active EE | $1,244 | $4,209-70.4% | $3,723-66.6% | $4,839-74.3% |
| Participant deferral / active EE | $3,489 | $5,256-33.6% | $4,654-25.0% | $6,342-45.0% |
| Admin fee / account holder | $659 | $7,974-91.7% | $6,755-90.2% | $12,315-94.6% |