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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 | $47,391 | $157,276-69.9% | $141,177-66.4% | $152,885-69.0% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.5%-46.1pp |
| Annual return | 7.58% | 64.33%-56.8pp | 71.40%-63.8pp | 345.39%-337.8pp |
| Employer contribution / active EE | $1,444 | $5,262-72.5% | $4,736-69.5% | $4,763-69.7% |
| Participant deferral / active EE | $5,045 | $7,110-29.0% | $6,710-24.8% | $5,851-13.8% |
| Admin fee / account holder | $5,426 | $12,123-55.2% | $10,263-47.1% | $11,598-53.2% |