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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 | $77,533 | $156,398-50.4% | $147,318-47.4% | $138,895-44.2% |
| Participation rate | 29.4% | 83.8%-54.3pp | 82.1%-52.7pp | 79.9%-50.5pp |
| Annual return | 11.42% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,073 | $4,853-77.9% | $4,593-76.6% | $4,194-74.4% |
| Participant deferral / active EE | $6,542 | $8,237-20.6% | $7,906-17.3% | $6,396+2.3% |
| Admin fee / account holder | $2,484 | $14,976-83.4% | $13,708-81.9% | $12,562-80.2% |