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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 | $47,074 | $154,228-69.5% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 4.02% | 74.59%-70.6pp | 66.58%-62.6pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,329 | $4,804-72.3% | $4,554-70.8% | $4,156-68.0% |
| Participant deferral / active EE | $4,171 | $8,216-49.2% | $7,897-47.2% | $6,407-34.9% |
| Admin fee / account holder | $758 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |