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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 | $46,095 | $183,516-74.9% | $155,534-70.4% | $145,884-68.4% |
| Participation rate | 10.0% | 82.7%-72.7pp | 78.2%-68.2pp | 80.3%-70.3pp |
| Annual return | 6.04% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,769 | $5,315-66.7% | $4,675-62.2% | $4,662-62.1% |
| Participant deferral / active EE | $2,155 | $6,467-66.7% | $5,630-61.7% | $6,690-67.8% |
| Admin fee / account holder | $1,927 | $19,293-90.0% | $15,900-87.9% | $13,392-85.6% |