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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 | $122,339 | $156,398-21.8% | $147,318-17.0% | $138,895-11.9% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 11.53% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,223 | $4,853-74.8% | $4,593-73.4% | $4,194-70.8% |
| Participant deferral / active EE | $3,131 | $8,237-62.0% | $7,906-60.4% | $6,396-51.0% |
| Admin fee / account holder | $1,084 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |