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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 | $99,053-22.9% | $88,179-13.4% | $138,895-45.0% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.1%-7.6pp | 79.9%-18.4pp |
| Annual return | 8.18% | 78.17%-70.0pp | 64.97%-56.8pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,266 | $2,882-56.1% | $2,549-50.3% | $4,194-69.8% |
| Participant deferral / active EE | $4,484 | $5,225-14.2% | $4,614-2.8% | $6,396-29.9% |
| Admin fee / account holder | $49,964 | $8,748+471.1% | $7,673+551.2% | $12,562+297.7% |