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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 | $21,330 | $183,627-88.4% | $155,602-86.3% | $145,978-85.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 3.94% | 61.32%-57.4pp | 64.81%-60.9pp | 550.52%-546.6pp |
| Employer contribution / active EE | $2,674 | $5,316-49.7% | $4,675-42.8% | $4,662-42.6% |
| Participant deferral / active EE | $2,772 | $6,466-57.1% | $5,629-50.7% | $6,690-58.6% |
| Admin fee / account holder | $3,086 | $19,327-84.0% | $15,923-80.6% | $13,400-77.0% |