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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 | $46,946 | $172,111-72.7% | $150,298-68.8% | $137,256-65.8% |
| Participation rate | 47.6% | 81.7%-34.1pp | 77.8%-30.1pp | 80.0%-32.3pp |
| Annual return | 8.55% | 69.37%-60.8pp | 62.79%-54.2pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,703 | $4,636-63.3% | $4,154-59.0% | $4,156-59.0% |
| Participant deferral / active EE | $2,189 | $6,166-64.5% | $5,453-59.9% | $6,407-65.8% |
| Admin fee / account holder | $833 | $16,471-94.9% | $14,116-94.1% | $12,270-93.2% |