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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 | $42,567 | $166,242-74.4% | $165,071-74.2% | $145,884-70.8% |
| Participation rate | 46.7% | 82.0%-35.4pp | 78.6%-32.0pp | 80.3%-33.6pp |
| Annual return | 8.06% | 100.44%-92.4pp | 70.17%-62.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,745 | $5,283-67.0% | $4,347-59.9% | $4,662-62.6% |
| Participant deferral / active EE | $3,521 | $6,964-49.4% | $6,035-41.7% | $6,690-47.4% |
| Admin fee / account holder | $536 | $16,658-96.8% | $12,695-95.8% | $13,392-96.0% |