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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 | $59,488 | $79,223-24.9% | $102,460-41.9% | $74,478-20.1% |
| Participation rate | 61.4% | 74.8%-13.4pp | 76.5%-15.1pp | 67.2%-5.9pp |
| Annual return | 10.87% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,706 | $2,363-27.8% | $3,025-43.6% | $2,626-35.0% |
| Participant deferral / active EE | $3,040 | $4,417-31.2% | $5,056-39.9% | $4,350-30.1% |
| Admin fee / account holder | $864 | $2,003-56.8% | $9,460-90.9% | $1,946-55.6% |