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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 | $166,268-76.8% | $165,100-76.6% | $145,897-73.6% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 7.30% | 100.52%-93.2pp | 70.21%-62.9pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,845 | $5,284-65.1% | $4,348-57.6% | $4,663-60.4% |
| Participant deferral / active EE | $5,733 | $6,964-17.7% | $6,035-5.0% | $6,689-14.3% |
| Admin fee / account holder | $515 | $16,659-96.9% | $12,696-95.9% | $13,390-96.2% |