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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 | $49,560 | $125,184-60.4% | $105,607-53.1% | $145,884-66.0% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 8.18% | 225.00%-216.8pp | 116.11%-107.9pp | 551.85%-543.7pp |
| Employer contribution / active EE | $844 | $3,720-77.3% | $3,167-73.4% | $4,662-81.9% |
| Participant deferral / active EE | $2,565 | $5,714-55.1% | $5,011-48.8% | $6,690-61.7% |
| Admin fee / account holder | $950 | $17,133-94.5% | $10,958-91.3% | $13,392-92.9% |