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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 | $56,005 | $134,817-58.5% | $123,973-54.8% | $155,188-63.9% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 5.71% | 515.49%-509.8pp | 388.13%-382.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $1,698 | $4,425-61.6% | $4,126-58.8% | $4,248-60.0% |
| Participant deferral / active EE | $5,754 | $5,706+0.8% | $5,247+9.7% | $6,531-11.9% |
| Admin fee / account holder | $429 | $13,245-96.8% | $11,799-96.4% | $14,480-97.0% |