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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 | $30,558 | $117,846-74.1% | $102,434-70.2% | $145,884-79.1% |
| Participation rate | 54.2% | 78.6%-24.5pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 5.24% | 31.90%-26.7pp | 29.46%-24.2pp | 551.85%-546.6pp |
| Employer contribution / active EE | $1,370 | $3,615-62.1% | $3,023-54.7% | $4,662-70.6% |
| Participant deferral / active EE | $2,571 | $5,733-55.2% | $5,055-49.1% | $6,690-61.6% |
| Admin fee / account holder | $342 | $13,356-97.4% | $9,462-96.4% | $13,392-97.4% |