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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 | $183,592-68.5% | $155,567-62.9% | $145,959-60.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 7.70% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,071 | $5,315-61.0% | $4,674-55.7% | $4,661-55.6% |
| Participant deferral / active EE | $6,780 | $6,464+4.9% | $5,628+20.5% | $6,689+1.4% |
| Admin fee / account holder | $537 | $19,318-97.2% | $15,916-96.6% | $13,398-96.0% |