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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 | $129,737-56.8% | $119,126-53.0% | $154,746-63.8% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 5.71% | 379.08%-373.4pp | 282.11%-276.4pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,698 | $4,375-61.2% | $4,034-57.9% | $4,379-61.2% |
| Participant deferral / active EE | $5,754 | $5,842-1.5% | $5,318+8.2% | $6,730-14.5% |
| Admin fee / account holder | $429 | $11,961-96.4% | $10,693-96.0% | $14,365-97.0% |