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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 | $90,534 | $157,276-42.4% | $141,177-35.9% | $152,885-40.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 12.61% | 64.33%-51.7pp | 71.40%-58.8pp | 345.39%-332.8pp |
| Employer contribution / active EE | $1,623 | $5,262-69.2% | $4,736-65.7% | $4,763-65.9% |
| Participant deferral / active EE | $5,339 | $7,110-24.9% | $6,710-20.4% | $5,851-8.7% |
| Admin fee / account holder | $444 | $12,123-96.3% | $10,263-95.7% | $11,598-96.2% |