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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 | $62,972 | $162,136-61.2% | $152,301-58.7% | $154,746-59.3% |
| Participation rate | 27.3% | 84.1%-56.8pp | 82.4%-55.2pp | 80.7%-53.4pp |
| Annual return | 8.04% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $913 | $4,890-81.3% | $4,624-80.3% | $4,379-79.1% |
| Participant deferral / active EE | $4,729 | $8,341-43.3% | $8,004-40.9% | $6,730-29.7% |
| Admin fee / account holder | $34,676 | $15,759+120.0% | $14,398+140.8% | $14,365+141.4% |