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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 | $67,394 | $166,131-59.4% | $164,975-59.1% | $145,877-53.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 7.87% | 100.37%-92.5pp | 70.12%-62.3pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,155 | $5,276-78.1% | $4,343-73.4% | $4,663-75.2% |
| Participant deferral / active EE | $4,879 | $6,962-29.9% | $6,033-19.1% | $6,691-27.1% |
| Admin fee / account holder | $4,375 | $16,648-73.7% | $12,688-65.5% | $13,402-67.4% |