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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 | $103,521 | $183,592-43.6% | $155,567-33.5% | $145,959-29.1% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.7pp | 80.3%-41.8pp |
| Annual return | 2.82% | 61.24%-58.4pp | 64.74%-61.9pp | 561.95%-559.1pp |
| Employer contribution / active EE | $1,169 | $5,315-78.0% | $4,674-75.0% | $4,661-74.9% |
| Participant deferral / active EE | $1,955 | $6,464-69.8% | $5,628-65.3% | $6,689-70.8% |
| Admin fee / account holder | $1,540 | $19,318-92.0% | $15,916-90.3% | $13,398-88.5% |