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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 | $35,795 | $115,814-69.1% | $101,275-64.7% | $158,982-77.5% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 4.43% | 56.16%-51.7pp | 46.48%-42.0pp | 302.99%-298.6pp |
| Employer contribution / active EE | $1,192 | $4,176-71.5% | $3,660-67.4% | $4,763-75.0% |
| Participant deferral / active EE | $1,403 | $4,958-71.7% | $4,371-67.9% | $5,983-76.6% |
| Admin fee / account holder | $333 | $7,249-95.4% | $5,948-94.4% | $11,252-97.0% |