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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 | $46,437 | $154,228-69.9% | $145,433-68.1% | $137,256-66.2% |
| Participation rate | 34.8% | 83.8%-49.0pp | 82.1%-47.3pp | 80.0%-45.2pp |
| Annual return | 11.44% | 74.59%-63.2pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $905 | $4,804-81.2% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $5,372 | $8,216-34.6% | $7,897-32.0% | $6,407-16.1% |
| Admin fee / account holder | $2,970 | $14,344-79.3% | $13,129-77.4% | $12,270-75.8% |