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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 | $79,181-24.9% | $102,423-41.9% | $74,429-20.1% |
| Participation rate | 59.3% | 74.8%-15.5pp | 76.5%-17.2pp | 67.2%-7.9pp |
| Annual return | 1.80% | 54.97%-53.2pp | 29.42%-27.6pp | 1368.38%-1366.6pp |
| Employer contribution / active EE | $2,543 | $2,362+7.7% | $3,023-15.9% | $2,625-3.1% |
| Participant deferral / active EE | $5,110 | $4,416+15.7% | $5,054+1.1% | $4,348+17.5% |
| Admin fee / account holder | $4,785 | $2,002+139.1% | $9,455-49.4% | $1,944+146.1% |