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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 | $86,610 | $85,766+1.0% | $136,298-36.5% | $70,126+23.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 13.28% | 31.46%-18.2pp | 5156.27%-5143.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,039 | $2,966-31.2% | $4,696-56.6% | $2,343-12.9% |
| Participant deferral / active EE | $3,400 | $5,051-32.7% | $6,247-45.6% | $3,332+2.1% |
| Admin fee / account holder | $10,229 | $5,421+88.7% | $9,244+10.7% | $4,645+120.2% |