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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 | $55,055 | $183,592-70.0% | $155,574-64.6% | $145,877-62.3% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 8.19% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,264 | $5,317-76.2% | $4,676-73.0% | $4,663-72.9% |
| Participant deferral / active EE | $3,958 | $6,466-38.8% | $5,629-29.7% | $6,691-40.8% |
| Admin fee / account holder | $467 | $19,316-97.6% | $15,914-97.1% | $13,402-96.5% |