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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 | $41,008 | $97,078-57.8% | $103,065-60.2% | $145,897-71.9% |
| Participation rate | 44.4% | 81.1%-36.7pp | 80.6%-36.1pp | 80.3%-35.9pp |
| Annual return | 9.65% | 25.49%-15.8pp | 23.95%-14.3pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,699 | $4,680-63.7% | $4,675-63.7% | $4,663-63.6% |
| Participant deferral / active EE | $3,229 | $6,601-51.1% | $6,625-51.3% | $6,689-51.7% |
| Admin fee / account holder | $5,158 | $12,505-58.8% | $9,349-44.8% | $13,390-61.5% |