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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 | $31,383 | $157,304-80.0% | $141,197-77.8% | $152,909-79.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 7.54% | 64.34%-56.8pp | 71.41%-63.9pp | 345.46%-337.9pp |
| Employer contribution / active EE | $2,130 | $5,263-59.5% | $4,736-55.0% | $4,764-55.3% |
| Participant deferral / active EE | $5,071 | $7,111-28.7% | $6,710-24.4% | $5,851-13.3% |
| Admin fee / account holder | $751 | $12,126-93.8% | $10,265-92.7% | $11,601-93.5% |