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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 | $44,691 | $58,241-23.3% | $81,780-45.4% | $80,911-44.8% |
| Participation rate | 62.3% | 63.4%-1.1pp | 72.4%-10.0pp | 67.6%-5.3pp |
| Annual return | 9.44% | 41.73%-32.3pp | 776.27%-766.8pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,376 | $2,343-41.3% | $2,914-52.8% | $2,756-50.1% |
| Participant deferral / active EE | $3,832 | $3,283+16.7% | $4,321-11.3% | $4,297-10.8% |
| Admin fee / account holder | $3,261 | $4,973-34.4% | $7,384-55.8% | $6,935-53.0% |