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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 | $40,032 | $166,131-75.9% | $164,975-75.7% | $145,877-72.6% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 5.19% | 100.37%-95.2pp | 70.12%-64.9pp | 551.28%-546.1pp |
| Employer contribution / active EE | $1,356 | $5,276-74.3% | $4,343-68.8% | $4,663-70.9% |
| Participant deferral / active EE | $5,428 | $6,962-22.0% | $6,033-10.0% | $6,691-18.9% |
| Admin fee / account holder | $1,708 | $16,648-89.7% | $12,688-86.5% | $13,402-87.3% |