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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 | $34,554 | $160,040-78.4% | $147,096-76.5% | $145,877-76.3% |
| Participation rate | 39.1% | 84.0%-44.9pp | 82.2%-43.0pp | 80.3%-41.2pp |
| Annual return | 8.98% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,169 | $5,289-77.9% | $4,936-76.3% | $4,663-74.9% |
| Participant deferral / active EE | $3,092 | $8,429-63.3% | $8,071-61.7% | $6,691-53.8% |
| Admin fee / account holder | $7,038 | $15,050-53.2% | $13,005-45.9% | $13,402-47.5% |