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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 | $55,601 | $80,812-31.2% | $160,784-65.4% | $82,448-32.6% |
| Participation rate | 60.5% | 66.2%-5.7pp | 77.0%-16.5pp | 68.1%-7.6pp |
| Annual return | 11.74% | 100.59%-88.8pp | 1803.92%-1792.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,814 | $2,174-16.5% | $3,733-51.4% | $2,551-28.9% |
| Participant deferral / active EE | $4,106 | $4,335-5.3% | $6,293-34.8% | $4,139-0.8% |
| Admin fee / account holder | $5,922 | $7,695-23.0% | $9,717-39.1% | $7,234-18.1% |