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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 | $55,599 | $157,296-64.7% | $141,191-60.6% | $152,897-63.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 4.03% | 64.34%-60.3pp | 71.41%-67.4pp | 345.43%-341.4pp |
| Employer contribution / active EE | $1,855 | $5,262-64.8% | $4,736-60.8% | $4,764-61.1% |
| Participant deferral / active EE | $5,468 | $7,111-23.1% | $6,710-18.5% | $5,851-6.5% |
| Admin fee / account holder | $913 | $12,125-92.5% | $10,264-91.1% | $11,599-92.1% |