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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 | $19,454 | $111,535-82.6% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 80.0%-35.0pp |
| Annual return | 8.05% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $954 | $3,939-75.8% | $3,689-74.1% | $4,156-77.1% |
| Participant deferral / active EE | $2,044 | $5,500-62.8% | $5,072-59.7% | $6,407-68.1% |
| Admin fee / account holder | $1,653 | $9,721-83.0% | $8,859-81.3% | $12,270-86.5% |