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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 | $72,449 | $183,516-60.5% | $155,534-53.4% | $145,884-50.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 5.49% | 61.43%-55.9pp | 64.92%-59.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $2,766 | $5,315-47.9% | $4,675-40.8% | $4,662-40.7% |
| Participant deferral / active EE | $10,482 | $6,467+62.1% | $5,630+86.2% | $6,690+56.7% |
| Admin fee / account holder | $6,442 | $19,293-66.6% | $15,900-59.5% | $13,392-51.9% |