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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 | $69,540 | $166,268-58.2% | $165,100-57.9% | $145,897-52.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 8.18% | 100.52%-92.3pp | 70.21%-62.0pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,311 | $5,284-75.2% | $4,348-69.9% | $4,663-71.9% |
| Participant deferral / active EE | $3,654 | $6,964-47.5% | $6,035-39.5% | $6,689-45.4% |
| Admin fee / account holder | $548 | $16,659-96.7% | $12,696-95.7% | $13,390-95.9% |