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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 | $212,386-71.0% | $199,883-69.1% | $138,895-55.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 10.39% | 47.75%-37.4pp | 43.81%-33.4pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,172 | $6,625-67.2% | $6,261-65.3% | $4,194-48.2% |
| Participant deferral / active EE | $6,807 | $9,617-29.2% | $9,138-25.5% | $6,396+6.4% |
| Admin fee / account holder | $940 | $18,233-94.8% | $17,268-94.6% | $12,562-92.5% |