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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 | $55,677 | $152,619-63.5% | $125,195-55.5% | $152,909-63.6% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.5%-13.2pp |
| Annual return | 2.18% | 54.85%-52.7pp | 43.79%-41.6pp | 345.46%-343.3pp |
| Employer contribution / active EE | $1,841 | $4,947-62.8% | $3,866-52.4% | $4,764-61.4% |
| Participant deferral / active EE | $5,725 | $5,869-2.4% | $4,937+16.0% | $5,851-2.2% |
| Admin fee / account holder | $945 | $13,437-93.0% | $9,704-90.3% | $11,601-91.9% |