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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 | $50,565 | $154,228-67.2% | $145,433-65.2% | $137,256-63.2% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 80.0%-41.1pp |
| Annual return | 7.34% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,902 | $4,804-60.4% | $4,554-58.2% | $4,156-54.2% |
| Participant deferral / active EE | $7,475 | $8,216-9.0% | $7,897-5.3% | $6,407+16.7% |
| Admin fee / account holder | $2,534 | $14,344-82.3% | $13,129-80.7% | $12,270-79.3% |