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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 | $162,136-68.8% | $152,301-66.8% | $154,746-67.3% |
| Participation rate | 38.9% | 84.1%-45.2pp | 82.4%-43.6pp | 80.7%-41.8pp |
| Annual return | 7.34% | 91.02%-83.7pp | 80.50%-73.2pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,902 | $4,890-61.1% | $4,624-58.9% | $4,379-56.6% |
| Participant deferral / active EE | $7,475 | $8,341-10.4% | $8,004-6.6% | $6,730+11.1% |
| Admin fee / account holder | $2,534 | $15,759-83.9% | $14,398-82.4% | $14,365-82.4% |