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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 | $52,582 | $165,399-68.2% | $149,745-64.9% | $158,982-66.9% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 7.81% | 348.34%-340.5pp | 276.72%-268.9pp | 302.99%-295.2pp |
| Employer contribution / active EE | $4,226 | $5,105-17.2% | $4,646-9.0% | $4,763-11.3% |
| Participant deferral / active EE | $2,683 | $7,183-62.6% | $6,843-60.8% | $5,983-55.2% |
| Admin fee / account holder | $4,456 | $10,811-58.8% | $9,312-52.1% | $11,252-60.4% |