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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 | $112,018 | $135,956-17.6% | $123,894-9.6% | $273,972-59.1% |
| Participation rate | 53.3% | 84.1%-30.7pp | 81.4%-28.1pp | 83.0%-29.7pp |
| Annual return | 0.05% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.4pp |
| Employer contribution / active EE | $2,769 | $5,170-46.4% | $4,617-40.0% | $4,869-43.1% |
| Participant deferral / active EE | $6,274 | $6,343-1.1% | $5,984+4.8% | $5,287+18.7% |
| Admin fee / account holder | $305 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |