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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 | $63,997 | $165,399-61.3% | $149,745-57.3% | $158,982-59.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.67% | 348.34%-340.7pp | 276.72%-269.0pp | 302.99%-295.3pp |
| Employer contribution / active EE | $2,082 | $5,105-59.2% | $4,646-55.2% | $4,763-56.3% |
| Participant deferral / active EE | $8,219 | $7,183+14.4% | $6,843+20.1% | $5,983+37.4% |
| Admin fee / account holder | $11,418 | $10,811+5.6% | $9,312+22.6% | $11,252+1.5% |