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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 | $58,796 | $165,381-64.4% | $149,730-60.7% | $158,966-63.0% |
| Participation rate | 52.4% | 84.6%-32.2pp | 82.5%-30.1pp | 82.0%-29.6pp |
| Annual return | 7.50% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.4pp |
| Employer contribution / active EE | $1,148 | $5,104-77.5% | $4,645-75.3% | $4,762-75.9% |
| Participant deferral / active EE | $3,355 | $7,182-53.3% | $6,843-51.0% | $5,983-43.9% |
| Admin fee / account holder | $8,838 | $10,809-18.2% | $9,310-5.1% | $11,250-21.4% |