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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 | $49,919 | $148,582-66.4% | $135,942-63.3% | $139,456-64.2% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 2.18% | 79.26%-77.1pp | 68.28%-66.1pp | 373.45%-371.3pp |
| Employer contribution / active EE | $2,310 | $5,245-56.0% | $4,858-52.5% | $4,753-51.4% |
| Participant deferral / active EE | $5,301 | $8,101-34.6% | $7,759-31.7% | $6,711-21.0% |
| Admin fee / account holder | $1,147 | $12,402-90.8% | $10,764-89.3% | $11,407-89.9% |