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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 | $56,839 | $156,398-63.7% | $147,318-61.4% | $138,895-59.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 12.15% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,778 | $4,853-42.8% | $4,593-39.5% | $4,194-33.8% |
| Participant deferral / active EE | $5,698 | $8,237-30.8% | $7,906-27.9% | $6,396-10.9% |
| Admin fee / account holder | $8,682 | $14,976-42.0% | $13,708-36.7% | $12,562-30.9% |