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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 | $77,386 | $58,311+32.7% | $81,882-5.5% | $80,959-4.4% |
| Participation rate | 39.6% | 63.5%-23.9pp | 72.4%-32.8pp | 67.7%-28.0pp |
| Annual return | 6.96% | 41.85%-34.9pp | 779.47%-772.5pp | 35.67%-28.7pp |
| Employer contribution / active EE | $1,148 | $2,347-51.1% | $2,916-60.6% | $2,757-58.3% |
| Participant deferral / active EE | $3,842 | $3,287+16.9% | $4,323-11.1% | $4,300-10.7% |
| Admin fee / account holder | $5,932 | $4,752+24.8% | $7,360-19.4% | $6,925-14.3% |