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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 | $70,319 | $110,379-36.3% | $102,412-31.3% | $145,884-51.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.82% | 24.84%-18.0pp | 24.94%-18.1pp | 551.85%-545.0pp |
| Employer contribution / active EE | $2,794 | $4,216-33.7% | $3,870-27.8% | $4,662-40.1% |
| Participant deferral / active EE | $9,151 | $5,622+62.8% | $5,060+80.8% | $6,690+36.8% |
| Admin fee / account holder | $321 | $9,745-96.7% | $8,388-96.2% | $13,392-97.6% |