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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 | $63,099 | $104,937-39.9% | $84,628-25.4% | $152,897-58.7% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 0.63% | 373.88%-373.3pp | 258.80%-258.2pp | 345.43%-344.8pp |
| Employer contribution / active EE | $2,959 | $3,303-10.4% | $2,653+11.5% | $4,764-37.9% |
| Participant deferral / active EE | $2,959 | $4,690-36.9% | $3,900-24.1% | $5,851-49.4% |
| Admin fee / account holder | $1,997 | $6,243-68.0% | $4,914-59.4% | $11,599-82.8% |