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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 | $77,089 | $183,539-58.0% | $155,556-50.4% | $145,897-47.2% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 8.50% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,779 | $5,315-66.5% | $4,675-62.0% | $4,663-61.8% |
| Participant deferral / active EE | $1,890 | $6,467-70.8% | $5,631-66.4% | $6,689-71.7% |
| Admin fee / account holder | $2,073 | $19,275-89.2% | $15,885-87.0% | $13,390-84.5% |