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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 | $127,479 | $172,111-25.9% | $150,298-15.2% | $137,256-7.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 8.26% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $912 | $4,636-80.3% | $4,154-78.0% | $4,156-78.1% |
| Participant deferral / active EE | $4,887 | $6,166-20.7% | $5,453-10.4% | $6,407-23.7% |
| Admin fee / account holder | $3,107 | $16,471-81.1% | $14,116-78.0% | $12,270-74.7% |