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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 | $83,356 | $156,398-46.7% | $147,318-43.4% | $138,895-40.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 3.71% | 78.75%-75.0pp | 70.43%-66.7pp | 145.39%-141.7pp |
| Employer contribution / active EE | $1,318 | $4,853-72.8% | $4,593-71.3% | $4,194-68.6% |
| Participant deferral / active EE | $4,890 | $8,237-40.6% | $7,906-38.2% | $6,396-23.6% |
| Admin fee / account holder | $832 | $14,976-94.4% | $13,708-93.9% | $12,562-93.4% |