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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 | $54,371 | $154,228-64.7% | $145,433-62.6% | $137,256-60.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 2.04% | 74.59%-72.5pp | 66.58%-64.5pp | 220.34%-218.3pp |
| Employer contribution / active EE | $5,058 | $4,804+5.3% | $4,554+11.1% | $4,156+21.7% |
| Participant deferral / active EE | $6,662 | $8,216-18.9% | $7,897-15.6% | $6,407+4.0% |
| Admin fee / account holder | $821 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |