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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 | $59,961 | $148,623-59.7% | $135,974-55.9% | $139,466-57.0% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 11.97% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,540 | $5,246-70.6% | $4,859-68.3% | $4,754-67.6% |
| Participant deferral / active EE | $4,416 | $8,103-45.5% | $7,760-43.1% | $6,712-34.2% |
| Admin fee / account holder | $1,507 | $12,406-87.9% | $10,767-86.0% | $11,409-86.8% |