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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 | $57,499 | $110,379-47.9% | $102,412-43.9% | $145,884-60.6% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 8.29% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,378 | $4,216-43.6% | $3,870-38.5% | $4,662-49.0% |
| Participant deferral / active EE | $5,350 | $5,622-4.8% | $5,060+5.7% | $6,690-20.0% |
| Admin fee / account holder | $1,546 | $9,745-84.1% | $8,388-81.6% | $13,392-88.5% |