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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 | $38,881 | $106,247-63.4% | $96,515-59.7% | $139,466-72.1% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 10.46% | 38.47%-28.0pp | 35.73%-25.3pp | 373.66%-363.2pp |
| Employer contribution / active EE | $825 | $4,106-79.9% | $3,740-77.9% | $4,754-82.7% |
| Participant deferral / active EE | $1,824 | $5,456-66.6% | $4,880-62.6% | $6,712-72.8% |
| Admin fee / account holder | $11,651 | $7,885+47.8% | $6,735+73.0% | $11,409+2.1% |