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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 | $42,035 | $115,814-63.7% | $101,275-58.5% | $158,982-73.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 6.23% | 56.16%-49.9pp | 46.48%-40.3pp | 302.99%-296.8pp |
| Employer contribution / active EE | $1,203 | $4,176-71.2% | $3,660-67.1% | $4,763-74.8% |
| Participant deferral / active EE | $2,503 | $4,958-49.5% | $4,371-42.7% | $5,983-58.2% |
| Admin fee / account holder | $15,715 | $7,249+116.8% | $5,948+164.2% | $11,252+39.7% |