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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 | $37,404 | $174,379-78.6% | $152,093-75.4% | $138,895-73.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 3.21% | 74.86%-71.6pp | 66.36%-63.1pp | 145.39%-142.2pp |
| Employer contribution / active EE | $1,567 | $4,652-66.3% | $4,175-62.5% | $4,194-62.6% |
| Participant deferral / active EE | $3,401 | $6,159-44.8% | $5,451-37.6% | $6,396-46.8% |
| Admin fee / account holder | $914 | $16,880-94.6% | $14,497-93.7% | $12,562-92.7% |