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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 | $23,989 | $174,379-86.2% | $152,093-84.2% | $138,895-82.7% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 7.82% | 74.86%-67.0pp | 66.36%-58.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,857 | $4,652-60.1% | $4,175-55.5% | $4,194-55.7% |
| Participant deferral / active EE | $3,091 | $6,159-49.8% | $5,451-43.3% | $6,396-51.7% |
| Admin fee / account holder | $9,138 | $16,880-45.9% | $14,497-37.0% | $12,562-27.3% |