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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 | $78,575 | $162,136-51.5% | $152,301-48.4% | $154,746-49.2% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 4.99% | 91.02%-86.0pp | 80.50%-75.5pp | 172.34%-167.3pp |
| Employer contribution / active EE | $1,253 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $3,454 | $8,341-58.6% | $8,004-56.8% | $6,730-48.7% |
| Admin fee / account holder | $4,508 | $15,759-71.4% | $14,398-68.7% | $14,365-68.6% |