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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 | $38,335 | $134,817-71.6% | $123,973-69.1% | $155,188-75.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 7.14% | 515.49%-508.4pp | 388.13%-381.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $1,626 | $4,425-63.2% | $4,126-60.6% | $4,248-61.7% |
| Participant deferral / active EE | $2,678 | $5,706-53.1% | $5,247-49.0% | $6,531-59.0% |
| Admin fee / account holder | $544 | $13,245-95.9% | $11,799-95.4% | $14,480-96.2% |