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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 | $60,187 | $105,284-42.8% | $150,734-60.1% | $94,015-36.0% |
| Participation rate | 62.1% | 71.7%-9.7pp | 78.4%-16.4pp | 70.8%-8.8pp |
| Annual return | 9.57% | 15.67%-6.1pp | 600.81%-591.2pp | 17.84%-8.3pp |
| Employer contribution / active EE | $2,920 | $3,599-18.9% | $4,918-40.6% | $2,790+4.7% |
| Participant deferral / active EE | $4,383 | $4,274+2.6% | $5,610-21.9% | $4,249+3.2% |
| Admin fee / account holder | $9,719 | $9,839-1.2% | $14,905-34.8% | $8,951+8.6% |