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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 | $40,356 | $166,131-75.7% | $164,975-75.5% | $145,877-72.3% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 7.40% | 100.37%-93.0pp | 70.12%-62.7pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,940 | $5,276-63.2% | $4,343-55.3% | $4,663-58.4% |
| Participant deferral / active EE | $4,855 | $6,962-30.3% | $6,033-19.5% | $6,691-27.4% |
| Admin fee / account holder | $6,947 | $16,648-58.3% | $12,688-45.3% | $13,402-48.2% |