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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 | $68,715 | $81,208-15.4% | $98,920-30.5% | $79,852-13.9% |
| Participation rate | 51.8% | 72.5%-20.7pp | 76.0%-24.2pp | 69.6%-17.9pp |
| Annual return | 6.82% | 60.99%-54.2pp | 196.47%-189.6pp | 31.72%-24.9pp |
| Employer contribution / active EE | $1,793 | $1,960-8.5% | $2,689-33.3% | $2,471-27.4% |
| Participant deferral / active EE | $2,312 | $3,265-29.2% | $4,245-45.5% | $3,740-38.2% |
| Admin fee / account holder | $841 | $6,013-86.0% | $6,643-87.3% | $5,306-84.2% |