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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 | $61,920 | $114,013-45.7% | $103,693-40.3% | $155,188-60.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 3.86% | 49.31%-45.5pp | 47.61%-43.8pp | 148.84%-145.0pp |
| Employer contribution / active EE | $2,286 | $3,131-27.0% | $2,920-21.7% | $4,248-46.2% |
| Participant deferral / active EE | $7,404 | $4,970+49.0% | $4,579+61.7% | $6,531+13.4% |
| Admin fee / account holder | $963 | $8,407-88.5% | $7,858-87.7% | $14,480-93.4% |