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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 | $29,522 | $154,228-80.9% | $145,433-79.7% | $137,256-78.5% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 10.27% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,078 | $4,804-77.6% | $4,554-76.3% | $4,156-74.1% |
| Participant deferral / active EE | $6,283 | $8,216-23.5% | $7,897-20.4% | $6,407-1.9% |
| Admin fee / account holder | $948 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |