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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 | $76,050 | $157,304-51.7% | $141,197-46.1% | $152,909-50.3% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 14.36% | 64.34%-50.0pp | 71.41%-57.0pp | 345.46%-331.1pp |
| Employer contribution / active EE | $1,155 | $5,263-78.0% | $4,736-75.6% | $4,764-75.8% |
| Participant deferral / active EE | $2,666 | $7,111-62.5% | $6,710-60.3% | $5,851-54.4% |
| Admin fee / account holder | $10,663 | $12,126-12.1% | $10,265+3.9% | $11,601-8.1% |