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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 | $52,505 | $156,398-66.4% | $147,318-64.4% | $138,895-62.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 4.31% | 78.75%-74.4pp | 70.43%-66.1pp | 145.39%-141.1pp |
| Employer contribution / active EE | $5,592 | $4,853+15.2% | $4,593+21.8% | $4,194+33.3% |
| Participant deferral / active EE | $5,854 | $8,237-28.9% | $7,906-26.0% | $6,396-8.5% |
| Admin fee / account holder | $4,200 | $14,976-72.0% | $13,708-69.4% | $12,562-66.6% |