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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 | $50,139 | $89,370-43.9% | $141,197-64.5% | $72,976-31.3% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 15.20% | 111.88%-96.7pp | 71.41%-56.2pp | 81.02%-65.8pp |
| Employer contribution / active EE | $1,112 | $3,115-64.3% | $4,736-76.5% | $2,440-54.4% |
| Participant deferral / active EE | $2,531 | $5,419-53.3% | $6,710-62.3% | $3,608-29.8% |
| Admin fee / account holder | $555 | $5,957-90.7% | $10,265-94.6% | $5,124-89.2% |