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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 | $94,786 | $174,379-45.6% | $152,093-37.7% | $138,895-31.8% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 7.12% | 74.86%-67.7pp | 66.36%-59.2pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,465 | $4,652-68.5% | $4,175-64.9% | $4,194-65.1% |
| Participant deferral / active EE | $2,310 | $6,159-62.5% | $5,451-57.6% | $6,396-63.9% |
| Admin fee / account holder | $14,342 | $16,880-15.0% | $14,497-1.1% | $12,562+14.2% |