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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 | $55,518 | $183,539-69.8% | $155,556-64.3% | $145,897-61.9% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 7.12% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,493 | $5,315-71.9% | $4,675-68.1% | $4,663-68.0% |
| Participant deferral / active EE | $4,661 | $6,467-27.9% | $5,631-17.2% | $6,689-30.3% |
| Admin fee / account holder | $3,069 | $19,275-84.1% | $15,885-80.7% | $13,390-77.1% |