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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 | $51,543 | $178,174-71.1% | $156,181-67.0% | $137,256-62.4% |
| Participation rate | 39.1% | 82.0%-42.9pp | 78.8%-39.7pp | 80.0%-40.8pp |
| Annual return | 9.02% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,464 | $4,972-70.5% | $4,294-65.9% | $4,156-64.8% |
| Participant deferral / active EE | $3,616 | $6,888-47.5% | $6,132-41.0% | $6,407-43.6% |
| Admin fee / account holder | $692 | $17,404-96.0% | $14,586-95.3% | $12,270-94.4% |