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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 | $73,535 | $111,535-34.1% | $105,223-30.1% | $137,256-46.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 9.23% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,205 | $3,939-69.4% | $3,689-67.3% | $4,156-71.0% |
| Participant deferral / active EE | $2,267 | $5,500-58.8% | $5,072-55.3% | $6,407-64.6% |
| Admin fee / account holder | $302 | $9,721-96.9% | $8,859-96.6% | $12,270-97.5% |