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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 | $91,240 | $135,956-32.9% | $123,894-26.4% | $273,972-66.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 2.43% | 56.63%-54.2pp | 47.52%-45.1pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,070 | $5,170-79.3% | $4,617-76.8% | $4,869-78.0% |
| Participant deferral / active EE | $5,314 | $6,343-16.2% | $5,984-11.2% | $5,287+0.5% |
| Admin fee / account holder | $4,184 | $9,817-57.4% | $8,357-49.9% | $10,133-58.7% |