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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 | $47,093 | $165,361-71.5% | $149,715-68.5% | $158,950-70.4% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 3.72% | 348.24%-344.5pp | 276.66%-272.9pp | 302.91%-299.2pp |
| Employer contribution / active EE | $4,344 | $5,103-14.9% | $4,645-6.5% | $4,762-8.8% |
| Participant deferral / active EE | $14,585 | $7,182+103.1% | $6,842+113.2% | $5,983+143.8% |
| Admin fee / account holder | $4,831 | $10,808-55.3% | $9,310-48.1% | $11,248-57.0% |