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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 | $78,668 | $227,633-65.4% | $189,597-58.5% | $167,553-53.0% |
| Participation rate | 43.8% | 82.5%-38.8pp | 78.4%-34.7pp | 82.1%-38.4pp |
| Annual return | 5.49% | 78.45%-73.0pp | 64.20%-58.7pp | 478.89%-473.4pp |
| Employer contribution / active EE | $1,415 | $5,317-73.4% | $4,412-67.9% | $4,840-70.8% |
| Participant deferral / active EE | $3,118 | $7,003-55.5% | $6,174-49.5% | $6,343-50.8% |
| Admin fee / account holder | $2,286 | $11,879-80.8% | $9,807-76.7% | $12,316-81.4% |