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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 | $21,647 | $211,224-89.8% | $178,505-87.9% | $145,897-85.2% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 5.64% | 30.28%-24.6pp | 27.16%-21.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,111 | $4,577-75.7% | $3,955-71.9% | $4,663-76.2% |
| Participant deferral / active EE | $1,725 | $6,966-75.2% | $6,280-72.5% | $6,689-74.2% |
| Admin fee / account holder | $1,910 | $12,109-84.2% | $10,428-81.7% | $13,390-85.7% |