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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 | $70,525 | $154,228-54.3% | $145,433-51.5% | $137,256-48.6% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 11.13% | 74.59%-63.5pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,260 | $4,804-32.1% | $4,554-28.4% | $4,156-21.6% |
| Participant deferral / active EE | $4,602 | $8,216-44.0% | $7,897-41.7% | $6,407-28.2% |
| Admin fee / account holder | $8,596 | $14,344-40.1% | $13,129-34.5% | $12,270-29.9% |