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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 | $60,349 | $157,296-61.6% | $141,191-57.3% | $152,897-60.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 12.07% | 64.34%-52.3pp | 71.41%-59.3pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,853 | $5,262-64.8% | $4,736-60.9% | $4,764-61.1% |
| Participant deferral / active EE | $5,644 | $7,111-20.6% | $6,710-15.9% | $5,851-3.5% |
| Admin fee / account holder | $1,234 | $12,125-89.8% | $10,264-88.0% | $11,599-89.4% |