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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 | $34,413 | $114,119-69.8% | $107,187-67.9% | $138,895-75.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 9.90% | 273.21%-263.3pp | 204.55%-194.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,084 | $4,059-73.3% | $3,782-71.3% | $4,194-74.2% |
| Participant deferral / active EE | $1,543 | $5,538-72.1% | $5,096-69.7% | $6,396-75.9% |
| Admin fee / account holder | $28,421 | $10,024+183.5% | $9,162+210.2% | $12,562+126.2% |