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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 | $154,228-66.0% | $145,433-63.9% | $137,256-61.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 4.31% | 74.59%-70.3pp | 66.58%-62.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $5,592 | $4,804+16.4% | $4,554+22.8% | $4,156+34.6% |
| Participant deferral / active EE | $5,854 | $8,216-28.8% | $7,897-25.9% | $6,407-8.6% |
| Admin fee / account holder | $4,200 | $14,344-70.7% | $13,129-68.0% | $12,270-65.8% |