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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 | $65,424 | $166,131-60.6% | $164,975-60.3% | $145,877-55.2% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 8.51% | 100.37%-91.9pp | 70.12%-61.6pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,155 | $5,276-78.1% | $4,343-73.4% | $4,663-75.2% |
| Participant deferral / active EE | $2,747 | $6,962-60.5% | $6,033-54.5% | $6,691-58.9% |
| Admin fee / account holder | $1,953 | $16,648-88.3% | $12,688-84.6% | $13,402-85.4% |