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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 | $76,393 | $93,345-18.2% | $119,126-35.9% | $87,485-12.7% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 10.62% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,508 | $3,172-52.5% | $4,034-62.6% | $2,596-41.9% |
| Participant deferral / active EE | $3,626 | $4,099-11.5% | $5,318-31.8% | $4,274-15.2% |
| Admin fee / account holder | $3,168 | $8,039-60.6% | $10,693-70.4% | $7,775-59.2% |