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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 | $25,534 | $156,398-83.7% | $147,318-82.7% | $138,895-81.6% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 79.9%-15.2pp |
| Annual return | 9.01% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $2,030 | $4,853-58.2% | $4,593-55.8% | $4,194-51.6% |
| Participant deferral / active EE | $5,231 | $8,237-36.5% | $7,906-33.8% | $6,396-18.2% |
| Admin fee / account holder | $1,089 | $14,976-92.7% | $13,708-92.1% | $12,562-91.3% |