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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 | $29,285 | $135,956-78.5% | $123,894-76.4% | $273,970-89.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 0.84% | 56.63%-55.8pp | 47.52%-46.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $4,807 | $5,170-7.0% | $4,617+4.1% | $4,869-1.3% |
| Participant deferral / active EE | $9,175 | $6,343+44.6% | $5,984+53.3% | $5,287+73.5% |
| Admin fee / account holder | $24,383 | $9,817+148.4% | $8,357+191.8% | $10,132+140.6% |