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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 | $90,463 | $174,379-48.1% | $152,093-40.5% | $138,895-34.9% |
| Participation rate | 40.9% | 81.6%-40.7pp | 77.8%-36.9pp | 79.9%-39.0pp |
| Annual return | 10.79% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,095 | $4,652-76.5% | $4,175-73.8% | $4,194-73.9% |
| Participant deferral / active EE | $2,959 | $6,159-52.0% | $5,451-45.7% | $6,396-53.7% |
| Admin fee / account holder | $3,248 | $16,880-80.8% | $14,497-77.6% | $12,562-74.1% |