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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 | $83,907 | $183,539-54.3% | $155,556-46.1% | $145,897-42.5% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 2.78% | 61.31%-58.5pp | 64.84%-62.1pp | 552.29%-549.5pp |
| Employer contribution / active EE | $1,546 | $5,315-70.9% | $4,675-66.9% | $4,663-66.8% |
| Participant deferral / active EE | $5,018 | $6,467-22.4% | $5,631-10.9% | $6,689-25.0% |
| Admin fee / account holder | $702 | $19,275-96.4% | $15,885-95.6% | $13,390-94.8% |