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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 | $30,441 | $178,174-82.9% | $156,181-80.5% | $137,256-77.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 5.91% | 84.19%-78.3pp | 64.87%-59.0pp | 220.34%-214.4pp |
| Employer contribution / active EE | $2,969 | $4,972-40.3% | $4,294-30.9% | $4,156-28.6% |
| Participant deferral / active EE | $4,246 | $6,888-38.4% | $6,132-30.8% | $6,407-33.7% |
| Admin fee / account holder | $8,965 | $17,404-48.5% | $14,586-38.5% | $12,270-26.9% |