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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 | $76,380 | $97,125-21.4% | $86,233-11.4% | $137,256-44.4% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.0%-7.5pp | 80.0%-18.4pp |
| Annual return | 8.18% | 74.19%-66.0pp | 61.39%-53.2pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,266 | $2,841-55.4% | $2,504-49.4% | $4,156-69.5% |
| Participant deferral / active EE | $4,484 | $5,180-13.4% | $4,559-1.7% | $6,407-30.0% |
| Admin fee / account holder | $49,964 | $9,725+413.8% | $8,342+498.9% | $12,270+307.2% |