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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 | $39,306 | $105,284-62.7% | $150,734-73.9% | $94,015-58.2% |
| Participation rate | 67.9% | 71.7%-3.9pp | 78.4%-10.6pp | 70.8%-3.0pp |
| Annual return | 4.44% | 15.67%-11.2pp | 600.81%-596.4pp | 17.84%-13.4pp |
| Employer contribution / active EE | $2,607 | $3,599-27.6% | $4,918-47.0% | $2,790-6.6% |
| Participant deferral / active EE | $2,209 | $4,274-48.3% | $5,610-60.6% | $4,249-48.0% |
| Admin fee / account holder | $2,670 | $9,839-72.9% | $14,905-82.1% | $8,951-70.2% |