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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 | $89,608 | $183,516-51.2% | $155,534-42.4% | $145,884-38.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.65% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,935 | $5,315-63.6% | $4,675-58.6% | $4,662-58.5% |
| Participant deferral / active EE | $5,182 | $6,467-19.9% | $5,630-8.0% | $6,690-22.5% |
| Admin fee / account holder | $2,206 | $19,293-88.6% | $15,900-86.1% | $13,392-83.5% |