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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 | $75,469 | $129,737-41.8% | $119,126-36.6% | $154,746-51.2% |
| Participation rate | 29.2% | 78.9%-49.7pp | 75.8%-46.6pp | 80.7%-51.5pp |
| Annual return | 4.97% | 379.08%-374.1pp | 282.11%-277.1pp | 172.34%-167.4pp |
| Employer contribution / active EE | $1,023 | $4,375-76.6% | $4,034-74.6% | $4,379-76.6% |
| Participant deferral / active EE | $2,534 | $5,842-56.6% | $5,318-52.4% | $6,730-62.4% |
| Admin fee / account holder | $373 | $11,961-96.9% | $10,693-96.5% | $14,365-97.4% |