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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 | $43,295 | $157,296-72.5% | $141,191-69.3% | $152,897-71.7% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 13.43% | 64.34%-50.9pp | 71.41%-58.0pp | 345.43%-332.0pp |
| Employer contribution / active EE | $1,735 | $5,262-67.0% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $4,463 | $7,111-37.2% | $6,710-33.5% | $5,851-23.7% |
| Admin fee / account holder | $748 | $12,125-93.8% | $10,264-92.7% | $11,599-93.6% |