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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 | $50,082 | $117,895-57.5% | $102,460-51.1% | $145,897-65.7% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.6pp |
| Annual return | 1.30% | 31.92%-30.6pp | 29.47%-28.2pp | 552.29%-551.0pp |
| Employer contribution / active EE | $2,553 | $3,619-29.4% | $3,025-15.6% | $4,663-45.2% |
| Participant deferral / active EE | $2,661 | $5,736-53.6% | $5,056-47.4% | $6,689-60.2% |
| Admin fee / account holder | $3,229 | $13,353-75.8% | $9,460-65.9% | $13,390-75.9% |