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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 | $43,451 | $166,268-73.9% | $165,100-73.7% | $145,897-70.2% |
| Participation rate | 47.4% | 82.0%-34.7pp | 78.6%-31.3pp | 80.3%-32.9pp |
| Annual return | 5.94% | 100.52%-94.6pp | 70.21%-64.3pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,319 | $5,284-75.0% | $4,348-69.7% | $4,663-71.7% |
| Participant deferral / active EE | $3,719 | $6,964-46.6% | $6,035-38.4% | $6,689-44.4% |
| Admin fee / account holder | $1,731 | $16,659-89.6% | $12,696-86.4% | $13,390-87.1% |