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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 | $66,030 | $99,053-33.3% | $88,179-25.1% | $138,895-52.5% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.1%-16.5pp | 79.9%-27.3pp |
| Annual return | 7.85% | 78.17%-70.3pp | 64.97%-57.1pp | 145.39%-137.5pp |
| Employer contribution / active EE | $1,376 | $2,882-52.2% | $2,549-46.0% | $4,194-67.2% |
| Participant deferral / active EE | $3,041 | $5,225-41.8% | $4,614-34.1% | $6,396-52.5% |
| Admin fee / account holder | $61,603 | $8,748+604.2% | $7,673+702.9% | $12,562+390.4% |