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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 | $42,587 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.09% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $5,464 | $4,804+13.7% | $4,554+20.0% | $4,156+31.5% |
| Participant deferral / active EE | $9,575 | $8,216+16.5% | $7,897+21.2% | $6,407+49.4% |
| Admin fee / account holder | $387 | $14,344-97.3% | $13,129-97.1% | $12,270-96.8% |