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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 | $58,211 | $107,941-46.1% | $91,994-36.7% | $152,897-61.9% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.5%-22.5pp |
| Annual return | 10.53% | 89.28%-78.8pp | 69.04%-58.5pp | 345.43%-334.9pp |
| Employer contribution / active EE | $1,704 | $4,212-59.5% | $3,453-50.6% | $4,764-64.2% |
| Participant deferral / active EE | $4,744 | $6,366-25.5% | $5,924-19.9% | $5,851-18.9% |
| Admin fee / account holder | $462 | $10,521-95.6% | $7,744-94.0% | $11,599-96.0% |