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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 | $154,228-49.1% | $145,433-46.0% | $137,256-42.8% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 4.99% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,253 | $4,804-73.9% | $4,554-72.5% | $4,156-69.9% |
| Participant deferral / active EE | $3,454 | $8,216-58.0% | $7,897-56.3% | $6,407-46.1% |
| Admin fee / account holder | $4,508 | $14,344-68.6% | $13,129-65.7% | $12,270-63.3% |