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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 | $29,965 | $107,941-72.2% | $91,994-67.4% | $152,897-80.4% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 8.03% | 89.28%-81.2pp | 69.04%-61.0pp | 345.43%-337.4pp |
| Employer contribution / active EE | $1,480 | $4,212-64.9% | $3,453-57.1% | $4,764-68.9% |
| Participant deferral / active EE | $2,630 | $6,366-58.7% | $5,924-55.6% | $5,851-55.1% |
| Admin fee / account holder | $7,483 | $10,521-28.9% | $7,744-3.4% | $11,599-35.5% |