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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 | $61,114 | $172,111-64.5% | $150,298-59.3% | $137,256-55.5% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 10.00% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $843 | $4,636-81.8% | $4,154-79.7% | $4,156-79.7% |
| Participant deferral / active EE | $7,330 | $6,166+18.9% | $5,453+34.4% | $6,407+14.4% |
| Admin fee / account holder | $2,203 | $16,471-86.6% | $14,116-84.4% | $12,270-82.0% |