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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 | $60,469 | $99,652-39.3% | $78,778-23.2% | $147,585-59.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 69.2%-44.2pp | 82.8%-57.8pp |
| Annual return | 3.41% | 47.28%-43.9pp | 35.62%-32.2pp | 578.58%-575.2pp |
| Employer contribution / active EE | $465 | $2,796-83.4% | $1,986-76.6% | $4,876-90.5% |
| Participant deferral / active EE | $1,405 | $3,664-61.7% | $2,958-52.5% | $5,439-74.2% |
| Admin fee / account holder | $1,723 | $7,155-75.9% | $5,134-66.4% | $10,886-84.2% |