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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 | $39,018 | $211,239-81.5% | $178,528-78.1% | $145,877-73.3% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 3.94% | 30.22%-26.3pp | 27.11%-23.2pp | 551.28%-547.3pp |
| Employer contribution / active EE | $694 | $4,570-84.8% | $3,950-82.4% | $4,663-85.1% |
| Participant deferral / active EE | $2,194 | $6,963-68.5% | $6,278-65.1% | $6,691-67.2% |
| Admin fee / account holder | $86,981 | $12,095+619.2% | $10,419+734.8% | $13,402+549.0% |