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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 | $40,322 | $157,304-74.4% | $141,197-71.4% | $152,909-73.6% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 12.73% | 64.34%-51.6pp | 71.41%-58.7pp | 345.46%-332.7pp |
| Employer contribution / active EE | $1,003 | $5,263-80.9% | $4,736-78.8% | $4,764-78.9% |
| Participant deferral / active EE | $4,738 | $7,111-33.4% | $6,710-29.4% | $5,851-19.0% |
| Admin fee / account holder | $1,013 | $12,126-91.6% | $10,265-90.1% | $11,601-91.3% |