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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 | $64,839 | $89,370-27.4% | $141,197-54.1% | $72,976-11.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 18.14% | 111.88%-93.7pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $1,373 | $3,115-55.9% | $4,736-71.0% | $2,440-43.7% |
| Participant deferral / active EE | $3,490 | $5,419-35.6% | $6,710-48.0% | $3,608-3.3% |
| Admin fee / account holder | $8,551 | $5,957+43.5% | $10,265-16.7% | $5,124+66.9% |