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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 | $61,453 | $150,207-59.1% | $120,380-49.0% | $145,978-57.9% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 5.69% | 154.28%-148.6pp | 107.28%-101.6pp | 550.52%-544.8pp |
| Employer contribution / active EE | $3,721 | $4,351-14.5% | $3,465+7.4% | $4,662-20.2% |
| Participant deferral / active EE | $2,078 | $6,175-66.4% | $4,992-58.4% | $6,690-68.9% |
| Admin fee / account holder | $548 | $12,203-95.5% | $9,421-94.2% | $13,400-95.9% |