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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 | $57,760 | $183,539-68.5% | $155,556-62.9% | $145,897-60.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 7.70% | 61.31%-53.6pp | 64.84%-57.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,071 | $5,315-61.0% | $4,675-55.7% | $4,663-55.6% |
| Participant deferral / active EE | $6,780 | $6,467+4.8% | $5,631+20.4% | $6,689+1.4% |
| Admin fee / account holder | $537 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |