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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 | $49,027 | $185,312-73.5% | $161,489-69.6% | $154,746-68.3% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 9.68% | 103.84%-94.2pp | 89.72%-80.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,424 | $4,769-70.1% | $4,268-66.6% | $4,379-67.5% |
| Participant deferral / active EE | $5,198 | $6,350-18.1% | $5,630-7.7% | $6,730-22.8% |
| Admin fee / account holder | $2,253 | $18,654-87.9% | $16,006-85.9% | $14,365-84.3% |