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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 | $39,224 | $154,228-74.6% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 4.34% | 74.59%-70.3pp | 66.58%-62.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,986 | $4,804-58.7% | $4,554-56.4% | $4,156-52.2% |
| Participant deferral / active EE | $4,847 | $8,216-41.0% | $7,897-38.6% | $6,407-24.3% |
| Admin fee / account holder | $38,913 | $14,344+171.3% | $13,129+196.4% | $12,270+217.1% |