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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 | $44,723 | $61,125-26.8% | $94,057-52.5% | $87,485-48.9% |
| Participation rate | 56.8% | 64.1%-7.3pp | 73.3%-16.6pp | 68.9%-12.2pp |
| Annual return | 11.56% | 35.20%-23.6pp | 480.62%-469.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,941 | $2,136-9.1% | $2,933-33.8% | $2,596-25.2% |
| Participant deferral / active EE | $4,019 | $3,260+23.3% | $4,709-14.7% | $4,274-5.9% |
| Admin fee / account holder | $9,214 | $5,629+63.7% | $7,244+27.2% | $7,775+18.5% |