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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 | $69,693 | $160,028-56.4% | $147,080-52.6% | $145,884-52.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.32% | 98.60%-89.3pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,511 | $5,286-52.5% | $4,933-49.1% | $4,662-46.1% |
| Participant deferral / active EE | $4,600 | $8,422-45.4% | $8,066-43.0% | $6,690-31.2% |
| Admin fee / account holder | $365 | $15,030-97.6% | $12,989-97.2% | $13,392-97.3% |