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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 | $46,751 | $150,412-68.9% | $120,574-61.2% | $145,884-68.0% |
| Participation rate | 43.5% | 78.8%-35.3pp | 71.9%-28.5pp | 80.3%-36.8pp |
| Annual return | 7.74% | 154.50%-146.8pp | 107.42%-99.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,354 | $4,355-68.9% | $3,471-61.0% | $4,662-71.0% |
| Participant deferral / active EE | $1,796 | $6,175-70.9% | $4,996-64.0% | $6,690-73.2% |
| Admin fee / account holder | $1,573 | $12,224-87.1% | $9,445-83.3% | $13,392-88.3% |