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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 | $51,732 | $172,111-69.9% | $150,298-65.6% | $137,256-62.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 10.53% | 69.37%-58.8pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,423 | $4,636+17.0% | $4,154+30.5% | $4,156+30.5% |
| Participant deferral / active EE | $3,294 | $6,166-46.6% | $5,453-39.6% | $6,407-48.6% |
| Admin fee / account holder | $552 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |