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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 | $64,668 | $201,372-67.9% | $184,260-64.9% | $145,884-55.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 9.45% | 29.04%-19.6pp | 28.84%-19.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,245 | $7,024-68.0% | $6,427-65.1% | $4,662-51.8% |
| Participant deferral / active EE | $5,612 | $9,808-42.8% | $9,133-38.5% | $6,690-16.1% |
| Admin fee / account holder | $13,344 | $16,362-18.4% | $13,898-4.0% | $13,392-0.4% |