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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 | $57,371 | $157,304-63.5% | $141,197-59.4% | $152,909-62.5% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.5%-51.7pp |
| Annual return | 1.19% | 64.34%-63.2pp | 71.41%-70.2pp | 345.46%-344.3pp |
| Employer contribution / active EE | $1,250 | $5,263-76.3% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $5,094 | $7,111-28.4% | $6,710-24.1% | $5,851-12.9% |
| Admin fee / account holder | $672 | $12,126-94.5% | $10,265-93.5% | $11,601-94.2% |