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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 | $55,502 | $107,368-48.3% | $92,915-40.3% | $152,909-63.7% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 9.28% | 145.64%-136.4pp | 109.45%-100.2pp | 345.46%-336.2pp |
| Employer contribution / active EE | $1,340 | $4,222-68.3% | $3,653-63.3% | $4,764-71.9% |
| Participant deferral / active EE | $5,341 | $4,848+10.2% | $4,238+26.0% | $5,851-8.7% |
| Admin fee / account holder | $384 | $7,082-94.6% | $5,796-93.4% | $11,601-96.7% |