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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 | $35,036 | $135,956-74.2% | $123,894-71.7% | $273,972-87.2% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 3.59% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,336 | $5,170-74.2% | $4,617-71.1% | $4,869-72.6% |
| Participant deferral / active EE | $3,259 | $6,343-48.6% | $5,984-45.5% | $5,287-38.4% |
| Admin fee / account holder | $2,388 | $9,817-75.7% | $8,357-71.4% | $10,133-76.4% |