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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 | $84,295 | $154,228-45.3% | $145,433-42.0% | $137,256-38.6% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 8.82% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,257 | $4,804-32.2% | $4,554-28.5% | $4,156-21.6% |
| Participant deferral / active EE | $5,861 | $8,216-28.7% | $7,897-25.8% | $6,407-8.5% |
| Admin fee / account holder | $3,310 | $14,344-76.9% | $13,129-74.8% | $12,270-73.0% |