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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 | $65,036 | $111,814-41.8% | $93,654-30.6% | $145,959-55.4% |
| Participation rate | 38.5% | 74.2%-35.7pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 7.77% | 203.30%-195.5pp | 133.34%-125.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $874 | $3,092-71.7% | $2,421-63.9% | $4,661-81.2% |
| Participant deferral / active EE | $4,575 | $4,914-6.9% | $4,413+3.7% | $6,689-31.6% |
| Admin fee / account holder | $891 | $10,246-91.3% | $8,282-89.2% | $13,398-93.4% |