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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 | $111,535-32.3% | $105,223-28.3% | $137,256-45.0% |
| Participation rate | 29.2% | 78.1%-48.9pp | 75.0%-45.9pp | 80.0%-50.8pp |
| Annual return | 4.97% | 237.85%-232.9pp | 180.65%-175.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,023 | $3,939-74.0% | $3,689-72.3% | $4,156-75.4% |
| Participant deferral / active EE | $2,534 | $5,500-53.9% | $5,072-50.0% | $6,407-60.5% |
| Admin fee / account holder | $373 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |