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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 | $61,057 | $157,304-61.2% | $141,197-56.8% | $152,909-60.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 12.90% | 64.34%-51.4pp | 71.41%-58.5pp | 345.46%-332.6pp |
| Employer contribution / active EE | $5,436 | $5,263+3.3% | $4,736+14.8% | $4,764+14.1% |
| Participant deferral / active EE | $4,046 | $7,111-43.1% | $6,710-39.7% | $5,851-30.9% |
| Admin fee / account holder | $7,677 | $12,126-36.7% | $10,265-25.2% | $11,601-33.8% |