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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 | $94,706 | $148,582-36.3% | $135,942-30.3% | $139,456-32.1% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 8.30% | 79.26%-71.0pp | 68.28%-60.0pp | 373.45%-365.1pp |
| Employer contribution / active EE | $1,768 | $5,245-66.3% | $4,858-63.6% | $4,753-62.8% |
| Participant deferral / active EE | $4,930 | $8,101-39.1% | $7,759-36.5% | $6,711-26.5% |
| Admin fee / account holder | $3,154 | $12,402-74.6% | $10,764-70.7% | $11,407-72.4% |