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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 | $34,052 | $154,228-77.9% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 9.82% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,237 | $4,804-53.4% | $4,554-50.9% | $4,156-46.2% |
| Participant deferral / active EE | $5,103 | $8,216-37.9% | $7,897-35.4% | $6,407-20.3% |
| Admin fee / account holder | $335 | $14,344-97.7% | $13,129-97.4% | $12,270-97.3% |