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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 | $102,426 | $162,136-36.8% | $152,301-32.7% | $154,746-33.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 7.45% | 91.02%-83.6pp | 80.50%-73.1pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,248 | $4,890-74.5% | $4,624-73.0% | $4,379-71.5% |
| Participant deferral / active EE | $3,041 | $8,341-63.5% | $8,004-62.0% | $6,730-54.8% |
| Admin fee / account holder | $678 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |