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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 | $38,242 | $209,425-81.7% | $178,499-78.6% | $158,966-75.9% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 3.62% | 188.80%-185.2pp | 151.10%-147.5pp | 302.95%-299.3pp |
| Employer contribution / active EE | $1,350 | $5,707-76.4% | $5,011-73.1% | $4,762-71.7% |
| Participant deferral / active EE | $2,536 | $5,955-57.4% | $5,202-51.3% | $5,983-57.6% |
| Admin fee / account holder | $525 | $17,078-96.9% | $13,986-96.2% | $11,250-95.3% |