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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 | $79,887 | $105,284-24.1% | $150,734-47.0% | $94,015-15.0% |
| Participation rate | 64.0% | 71.7%-7.7pp | 78.4%-14.4pp | 70.8%-6.8pp |
| Annual return | 5.21% | 15.67%-10.5pp | 600.81%-595.6pp | 17.84%-12.6pp |
| Employer contribution / active EE | $2,008 | $3,599-44.2% | $4,918-59.2% | $2,790-28.0% |
| Participant deferral / active EE | $2,874 | $4,274-32.7% | $5,610-48.8% | $4,249-32.4% |
| Admin fee / account holder | $2,313 | $9,839-76.5% | $14,905-84.5% | $8,951-74.2% |