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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 | $148,582-59.6% | $135,942-55.9% | $139,456-57.0% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 11.97% | 79.26%-67.3pp | 68.28%-56.3pp | 373.45%-361.5pp |
| Employer contribution / active EE | $1,540 | $5,245-70.6% | $4,858-68.3% | $4,753-67.6% |
| Participant deferral / active EE | $4,416 | $8,101-45.5% | $7,759-43.1% | $6,711-34.2% |
| Admin fee / account holder | $1,507 | $12,402-87.9% | $10,764-86.0% | $11,407-86.8% |