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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 | $99,813 | $162,136-38.4% | $152,301-34.5% | $154,746-35.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 10.36% | 91.02%-80.7pp | 80.50%-70.1pp | 172.34%-162.0pp |
| Employer contribution / active EE | $2,133 | $4,890-56.4% | $4,624-53.9% | $4,379-51.3% |
| Participant deferral / active EE | $7,833 | $8,341-6.1% | $8,004-2.1% | $6,730+16.4% |
| Admin fee / account holder | $1,583 | $15,759-90.0% | $14,398-89.0% | $14,365-89.0% |