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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 | $67,338 | $183,516-63.3% | $155,534-56.7% | $145,884-53.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 5.37% | 61.43%-56.1pp | 64.92%-59.5pp | 551.85%-546.5pp |
| Employer contribution / active EE | $2,078 | $5,315-60.9% | $4,675-55.5% | $4,662-55.4% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,630+8.3% | $6,690-8.8% |
| Admin fee / account holder | $3,167 | $19,293-83.6% | $15,900-80.1% | $13,392-76.4% |