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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 | $89,452 | $157,304-43.1% | $141,197-36.6% | $152,909-41.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 7.05% | 64.34%-57.3pp | 71.41%-64.4pp | 345.46%-338.4pp |
| Employer contribution / active EE | $1,494 | $5,263-71.6% | $4,736-68.5% | $4,764-68.6% |
| Participant deferral / active EE | $3,467 | $7,111-51.2% | $6,710-48.3% | $5,851-40.8% |
| Admin fee / account holder | $2,124 | $12,126-82.5% | $10,265-79.3% | $11,601-81.7% |