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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 | $46,467 | $110,379-57.9% | $102,412-54.6% | $145,884-68.1% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 4.18% | 24.84%-20.7pp | 24.94%-20.8pp | 551.85%-547.7pp |
| Employer contribution / active EE | $1,177 | $4,216-72.1% | $3,870-69.6% | $4,662-74.7% |
| Participant deferral / active EE | $4,628 | $5,622-17.7% | $5,060-8.5% | $6,690-30.8% |
| Admin fee / account holder | $1,236 | $9,745-87.3% | $8,388-85.3% | $13,392-90.8% |