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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 | $69,931 | $115,810-39.6% | $101,271-30.9% | $158,966-56.0% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 6.71% | 56.15%-49.4pp | 46.48%-39.8pp | 302.95%-296.2pp |
| Employer contribution / active EE | $2,370 | $4,175-43.2% | $3,660-35.2% | $4,762-50.2% |
| Participant deferral / active EE | $4,628 | $4,958-6.7% | $4,371+5.9% | $5,983-22.6% |
| Admin fee / account holder | $853 | $7,248-88.2% | $5,948-85.7% | $11,250-92.4% |