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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 | $36,708 | $202,463-81.9% | $169,397-78.3% | $139,487-73.7% |
| Participation rate | 54.5% | 81.1%-26.6pp | 77.2%-22.6pp | 80.3%-25.8pp |
| Annual return | 7.39% | 532.64%-525.3pp | 406.23%-398.8pp | 373.84%-366.5pp |
| Employer contribution / active EE | $1,242 | $4,694-73.5% | $4,013-69.0% | $4,755-73.9% |
| Participant deferral / active EE | $4,589 | $6,941-33.9% | $6,223-26.2% | $6,713-31.6% |
| Admin fee / account holder | $2,921 | $10,726-72.8% | $9,017-67.6% | $11,407-74.4% |