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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 | $56,615 | $102,422-44.7% | $147,117-61.5% | $80,959-30.1% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.4pp |
| Annual return | 10.67% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,515 | $3,717-32.3% | $4,932-49.0% | $2,757-8.8% |
| Participant deferral / active EE | $4,392 | $6,652-34.0% | $8,065-45.5% | $4,300+2.1% |
| Admin fee / account holder | $4,143 | $7,953-47.9% | $12,993-68.1% | $6,925-40.2% |