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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 | $34,576 | $172,111-79.9% | $150,298-77.0% | $137,256-74.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 4.41% | 69.37%-65.0pp | 62.79%-58.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $7,972 | $4,636+71.9% | $4,154+91.9% | $4,156+91.8% |
| Participant deferral / active EE | $6,787 | $6,166+10.1% | $5,453+24.5% | $6,407+5.9% |
| Admin fee / account holder | $149,969 | $16,471+810.5% | $14,116+962.4% | $12,270+1122.2% |