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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 | $61,667 | $209,336-70.5% | $197,124-68.7% | $137,256-55.1% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 10.39% | 48.09%-37.7pp | 44.34%-34.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,172 | $6,591-67.0% | $6,227-65.1% | $4,156-47.7% |
| Participant deferral / active EE | $6,807 | $9,614-29.2% | $9,135-25.5% | $6,407+6.2% |
| Admin fee / account holder | $940 | $17,308-94.6% | $16,298-94.2% | $12,270-92.3% |