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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 | $38,559 | $166,131-76.8% | $164,975-76.6% | $145,877-73.6% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 7.30% | 100.37%-93.1pp | 70.12%-62.8pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,845 | $5,276-65.0% | $4,343-57.5% | $4,663-60.4% |
| Participant deferral / active EE | $5,733 | $6,962-17.6% | $6,033-5.0% | $6,691-14.3% |
| Admin fee / account holder | $515 | $16,648-96.9% | $12,688-95.9% | $13,402-96.2% |