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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 | $42,829 | $228,395-81.2% | $185,861-77.0% | $158,982-73.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 4.13% | 40.82%-36.7pp | 35.96%-31.8pp | 302.99%-298.9pp |
| Employer contribution / active EE | $1,356 | $4,968-72.7% | $4,088-66.8% | $4,763-71.5% |
| Participant deferral / active EE | $4,021 | $6,417-37.3% | $5,634-28.6% | $5,983-32.8% |
| Admin fee / account holder | $2,320 | $11,869-80.5% | $9,503-75.6% | $11,252-79.4% |