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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 | $50,951 | $97,125-47.5% | $86,233-40.9% | $137,256-62.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 4.84% | 74.19%-69.3pp | 61.39%-56.6pp | 220.34%-215.5pp |
| Employer contribution / active EE | $819 | $2,841-71.2% | $2,504-67.3% | $4,156-80.3% |
| Participant deferral / active EE | $7,197 | $5,180+38.9% | $4,559+57.9% | $6,407+12.3% |
| Admin fee / account holder | $4,253 | $9,725-56.3% | $8,342-49.0% | $12,270-65.3% |