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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 | $55,999 | $174,379-67.9% | $152,093-63.2% | $138,895-59.7% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 10.66% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $2,748 | $4,652-40.9% | $4,175-34.2% | $4,194-34.5% |
| Participant deferral / active EE | $3,424 | $6,159-44.4% | $5,451-37.2% | $6,396-46.5% |
| Admin fee / account holder | $3,071 | $16,880-81.8% | $14,497-78.8% | $12,562-75.6% |