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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 | $74,909 | $154,228-51.4% | $145,433-48.5% | $137,256-45.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 5.04% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,370 | $4,804-71.5% | $4,554-69.9% | $4,156-67.0% |
| Participant deferral / active EE | $3,049 | $8,216-62.9% | $7,897-61.4% | $6,407-52.4% |
| Admin fee / account holder | $3,556 | $14,344-75.2% | $13,129-72.9% | $12,270-71.0% |