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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 | $50,793 | $117,895-56.9% | $102,460-50.4% | $145,897-65.2% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-27.0pp |
| Annual return | 8.28% | 31.92%-23.6pp | 29.47%-21.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,043 | $3,619-71.2% | $3,025-65.5% | $4,663-77.6% |
| Participant deferral / active EE | $2,747 | $5,736-52.1% | $5,056-45.7% | $6,689-58.9% |
| Admin fee / account holder | $436 | $13,353-96.7% | $9,460-95.4% | $13,390-96.7% |