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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 | $57,439 | $156,398-63.3% | $147,318-61.0% | $138,895-58.6% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 11.15% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,147 | $4,853-76.4% | $4,593-75.0% | $4,194-72.6% |
| Participant deferral / active EE | $7,866 | $8,237-4.5% | $7,906-0.5% | $6,396+23.0% |
| Admin fee / account holder | $2,725 | $14,976-81.8% | $13,708-80.1% | $12,562-78.3% |