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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 | $95,343 | $183,516-48.0% | $155,534-38.7% | $145,884-34.6% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 8.29% | 61.43%-53.1pp | 64.92%-56.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,218 | $5,315-77.1% | $4,675-74.0% | $4,662-73.9% |
| Participant deferral / active EE | $4,513 | $6,467-30.2% | $5,630-19.8% | $6,690-32.5% |
| Admin fee / account holder | $1,381 | $19,293-92.8% | $15,900-91.3% | $13,392-89.7% |