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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 | $76,646 | $93,345-17.9% | $119,126-35.7% | $87,485-12.4% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 4.16% | 19.08%-14.9pp | 282.11%-277.9pp | 26.06%-21.9pp |
| Employer contribution / active EE | $2,008 | $3,172-36.7% | $4,034-50.2% | $2,596-22.6% |
| Participant deferral / active EE | $5,941 | $4,099+45.0% | $5,318+11.7% | $4,274+39.0% |
| Admin fee / account holder | $626 | $8,039-92.2% | $10,693-94.1% | $7,775-91.9% |