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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 | $52,417 | $166,089-68.4% | $164,928-68.2% | $145,978-64.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 6.44% | 100.26%-93.8pp | 70.08%-63.6pp | 550.52%-544.1pp |
| Employer contribution / active EE | $1,427 | $5,276-72.9% | $4,343-67.1% | $4,662-69.4% |
| Participant deferral / active EE | $2,410 | $6,961-65.4% | $6,034-60.1% | $6,690-64.0% |
| Admin fee / account holder | $739 | $16,641-95.6% | $12,684-94.2% | $13,400-94.5% |