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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 | $23,824 | $156,398-84.8% | $147,318-83.8% | $138,895-82.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 4.43% | 78.75%-74.3pp | 70.43%-66.0pp | 145.39%-141.0pp |
| Employer contribution / active EE | $1,631 | $4,853-66.4% | $4,593-64.5% | $4,194-61.1% |
| Participant deferral / active EE | $4,362 | $8,237-47.1% | $7,906-44.8% | $6,396-31.8% |
| Admin fee / account holder | $4,989 | $14,976-66.7% | $13,708-63.6% | $12,562-60.3% |