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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 | $82,327 | $97,125-15.2% | $86,233-4.5% | $137,256-40.0% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.0%-30.9pp | 80.0%-41.9pp |
| Annual return | 10.44% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,103 | $2,841-61.2% | $2,504-56.0% | $4,156-73.5% |
| Participant deferral / active EE | $3,304 | $5,180-36.2% | $4,559-27.5% | $6,407-48.4% |
| Admin fee / account holder | $4,541 | $9,725-53.3% | $8,342-45.6% | $12,270-63.0% |