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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 | $59,495 | $79,209-24.9% | $102,434-41.9% | $74,459-20.1% |
| Participation rate | 59.3% | 74.8%-15.5pp | 76.5%-17.2pp | 67.2%-7.9pp |
| Annual return | 1.80% | 54.98%-53.2pp | 29.46%-27.7pp | 1369.70%-1367.9pp |
| Employer contribution / active EE | $2,543 | $2,362+7.6% | $3,023-15.9% | $2,626-3.1% |
| Participant deferral / active EE | $5,110 | $4,417+15.7% | $5,055+1.1% | $4,350+17.5% |
| Admin fee / account holder | $4,785 | $2,002+139.1% | $9,462-49.4% | $1,945+146.1% |