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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 | $77,449 | $183,516-57.8% | $155,534-50.2% | $145,884-46.9% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 6.93% | 61.43%-54.5pp | 64.92%-58.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,870 | $5,315-64.8% | $4,675-60.0% | $4,662-59.9% |
| Participant deferral / active EE | $3,789 | $6,467-41.4% | $5,630-32.7% | $6,690-43.4% |
| Admin fee / account holder | $576 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |