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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 | $38,617 | $166,131-76.8% | $164,975-76.6% | $145,877-73.5% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 4.40% | 100.37%-96.0pp | 70.12%-65.7pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,318 | $5,276-75.0% | $4,343-69.6% | $4,663-71.7% |
| Participant deferral / active EE | $3,706 | $6,962-46.8% | $6,033-38.6% | $6,691-44.6% |
| Admin fee / account holder | $1,673 | $16,648-90.0% | $12,688-86.8% | $13,402-87.5% |