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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 | $55,166 | $115,796-52.4% | $101,264-45.5% | $158,950-65.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 6.38% | 56.15%-49.8pp | 46.48%-40.1pp | 302.91%-296.5pp |
| Employer contribution / active EE | $1,068 | $4,175-74.4% | $3,660-70.8% | $4,762-77.6% |
| Participant deferral / active EE | $3,049 | $4,958-38.5% | $4,370-30.2% | $5,983-49.0% |
| Admin fee / account holder | $611 | $7,247-91.6% | $5,947-89.7% | $11,248-94.6% |