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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 | $39,354 | $183,627-78.6% | $155,602-74.7% | $145,978-73.0% |
| Participation rate | 36.8% | 82.7%-45.8pp | 78.2%-41.4pp | 80.3%-43.5pp |
| Annual return | 7.41% | 61.32%-53.9pp | 64.81%-57.4pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,109 | $5,316-79.1% | $4,675-76.3% | $4,662-76.2% |
| Participant deferral / active EE | $1,958 | $6,466-69.7% | $5,629-65.2% | $6,690-70.7% |
| Admin fee / account holder | $606 | $19,327-96.9% | $15,923-96.2% | $13,400-95.5% |