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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 | $41,094 | $183,592-77.6% | $155,567-73.6% | $145,959-71.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 6.36% | 61.24%-54.9pp | 64.74%-58.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $3,997 | $5,315-24.8% | $4,674-14.5% | $4,661-14.2% |
| Participant deferral / active EE | $5,635 | $6,464-12.8% | $5,628+0.1% | $6,689-15.8% |
| Admin fee / account holder | $691 | $19,318-96.4% | $15,916-95.7% | $13,398-94.8% |