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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 | $61,359 | $102,429-40.1% | $147,096-58.3% | $80,925-24.2% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 11.69% | 135.02%-123.3pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,736 | $3,716-26.4% | $4,936-44.6% | $2,756-0.7% |
| Participant deferral / active EE | $4,142 | $6,649-37.7% | $8,071-48.7% | $4,299-3.6% |
| Admin fee / account holder | $4,625 | $7,957-41.9% | $13,005-64.4% | $6,940-33.4% |