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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 | $32,666 | $72,071-54.7% | $68,368-52.2% | $137,256-76.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 9.90% | 353.14%-343.2pp | 292.57%-282.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,459 | $2,788-47.7% | $2,649-44.9% | $4,156-64.9% |
| Participant deferral / active EE | $6,224 | $4,410+41.1% | $4,123+51.0% | $6,407-2.8% |
| Admin fee / account holder | $12,429 | $5,336+132.9% | $5,150+141.4% | $12,270+1.3% |