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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 | $37,271 | $165,361-77.5% | $149,715-75.1% | $158,950-76.6% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 2.27% | 348.24%-346.0pp | 276.66%-274.4pp | 302.91%-300.6pp |
| Employer contribution / active EE | $1,951 | $5,103-61.8% | $4,645-58.0% | $4,762-59.0% |
| Participant deferral / active EE | $3,514 | $7,182-51.1% | $6,842-48.6% | $5,983-41.3% |
| Admin fee / account holder | $1,329 | $10,808-87.7% | $9,310-85.7% | $11,248-88.2% |