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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 | $55,794 | $124,314-55.1% | $109,163-48.9% | $167,518-66.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 7.44% | 26.04%-18.6pp | 25.75%-18.3pp | 478.71%-471.3pp |
| Employer contribution / active EE | $2,359 | $4,209-43.9% | $3,723-36.6% | $4,838-51.2% |
| Participant deferral / active EE | $5,161 | $5,256-1.8% | $4,654+10.9% | $6,342-18.6% |
| Admin fee / account holder | $917 | $7,973-88.5% | $6,754-86.4% | $12,312-92.6% |