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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 | $154,228-59.2% | $145,433-56.7% | $137,256-54.1% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 80.0%-52.7pp |
| Annual return | 8.04% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $913 | $4,804-81.0% | $4,554-79.9% | $4,156-78.0% |
| Participant deferral / active EE | $4,729 | $8,216-42.4% | $7,897-40.1% | $6,407-26.2% |
| Admin fee / account holder | $34,676 | $14,344+141.8% | $13,129+164.1% | $12,270+182.6% |