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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 | $39,078 | $198,457-80.3% | $170,435-77.1% | $147,586-73.5% |
| Participation rate | 43.8% | 88.0%-44.2pp | 83.6%-39.8pp | 82.8%-39.1pp |
| Annual return | 6.96% | 257.30%-250.3pp | 205.94%-199.0pp | 578.59%-571.6pp |
| Employer contribution / active EE | $1,355 | $6,183-78.1% | $5,432-75.1% | $4,876-72.2% |
| Participant deferral / active EE | $4,914 | $5,629-12.7% | $4,939-0.5% | $5,439-9.6% |
| Admin fee / account holder | $1,555 | $16,852-90.8% | $13,881-88.8% | $10,886-85.7% |