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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 | $68,588 | $64,324+6.6% | $118,946-42.3% | $79,852-14.1% |
| Participation rate | 60.8% | 64.9%-4.1pp | 75.4%-14.6pp | 69.6%-8.9pp |
| Annual return | 5.57% | 86.45%-80.9pp | 35.89%-30.3pp | 31.72%-26.2pp |
| Employer contribution / active EE | $1,226 | $1,836-33.2% | $3,263-62.4% | $2,471-50.4% |
| Participant deferral / active EE | $1,570 | $2,824-44.4% | $4,266-63.2% | $3,740-58.0% |
| Admin fee / account holder | $1,416 | $4,040-64.9% | $6,581-78.5% | $5,306-73.3% |