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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 | $23,912 | $211,224-88.7% | $178,505-86.6% | $145,897-83.6% |
| Participation rate | 38.5% | 80.8%-42.4pp | 77.1%-38.7pp | 80.3%-41.8pp |
| Annual return | 4.32% | 30.28%-26.0pp | 27.16%-22.8pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,799 | $4,577-60.7% | $3,955-54.5% | $4,663-61.4% |
| Participant deferral / active EE | $3,694 | $6,966-47.0% | $6,280-41.2% | $6,689-44.8% |
| Admin fee / account holder | $1,596 | $12,109-86.8% | $10,428-84.7% | $13,390-88.1% |