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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 | $60,765 | $102,382-40.6% | $147,005-58.7% | $80,874-24.9% |
| Participation rate | 62.7% | 75.8%-13.1pp | 82.2%-19.4pp | 67.6%-4.9pp |
| Annual return | 8.63% | 134.89%-126.3pp | 418.76%-410.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,691 | $3,715-54.5% | $4,934-65.7% | $2,756-38.6% |
| Participant deferral / active EE | $3,376 | $6,646-49.2% | $8,070-58.2% | $4,297-21.4% |
| Admin fee / account holder | $2,514 | $7,942-68.4% | $13,006-80.7% | $6,935-63.8% |