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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 | $41,800 | $183,516-77.2% | $155,534-73.1% | $145,884-71.3% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 6.92% | 61.43%-54.5pp | 64.92%-58.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,282 | $5,315-75.9% | $4,675-72.6% | $4,662-72.5% |
| Participant deferral / active EE | $3,501 | $6,467-45.9% | $5,630-37.8% | $6,690-47.7% |
| Admin fee / account holder | $888 | $19,293-95.4% | $15,900-94.4% | $13,392-93.4% |