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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 | $38,307 | $106,267-64.0% | $96,520-60.3% | $139,456-72.5% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 5.03% | 38.45%-33.4pp | 35.72%-30.7pp | 373.45%-368.4pp |
| Employer contribution / active EE | $1,141 | $4,105-72.2% | $3,739-69.5% | $4,753-76.0% |
| Participant deferral / active EE | $5,135 | $5,454-5.9% | $4,879+5.3% | $6,711-23.5% |
| Admin fee / account holder | $3,588 | $7,882-54.5% | $6,733-46.7% | $11,407-68.5% |