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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 | $28,285 | $58,311-51.5% | $81,882-65.5% | $80,959-65.1% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.4%-31.6pp | 67.7%-26.9pp |
| Annual return | 9.82% | 41.85%-32.0pp | 779.47%-769.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,238 | $2,347-47.3% | $2,916-57.6% | $2,757-55.1% |
| Participant deferral / active EE | $3,353 | $3,287+2.0% | $4,323-22.4% | $4,300-22.0% |
| Admin fee / account holder | $1,785 | $4,752-62.4% | $7,360-75.7% | $6,925-74.2% |