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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 | $35,912 | $181,062-80.2% | $158,223-77.3% | $155,188-76.9% |
| Participation rate | 63.2% | 82.7%-19.5pp | 79.2%-16.0pp | 80.8%-17.6pp |
| Annual return | 8.80% | 57.39%-48.6pp | 52.09%-43.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,794 | $4,565-60.7% | $4,109-56.3% | $4,248-57.8% |
| Participant deferral / active EE | $4,743 | $6,134-22.7% | $5,467-13.2% | $6,531-27.4% |
| Admin fee / account holder | $24,359 | $18,825+29.4% | $16,047+51.8% | $14,480+68.2% |