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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 | $55,700 | $134,817-58.7% | $123,973-55.1% | $155,188-64.1% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.7%-32.2pp | 80.8%-36.4pp |
| Annual return | 3.91% | 515.49%-511.6pp | 388.13%-384.2pp | 148.84%-144.9pp |
| Employer contribution / active EE | $1,096 | $4,425-75.2% | $4,126-73.4% | $4,248-74.2% |
| Participant deferral / active EE | $1,912 | $5,706-66.5% | $5,247-63.6% | $6,531-70.7% |
| Admin fee / account holder | $1,154 | $13,245-91.3% | $11,799-90.2% | $14,480-92.0% |