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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 | $67,516 | $154,228-56.2% | $145,433-53.6% | $137,256-50.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 11.64% | 74.59%-63.0pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,975 | $4,804-38.1% | $4,554-34.7% | $4,156-28.4% |
| Participant deferral / active EE | $10,037 | $8,216+22.2% | $7,897+27.1% | $6,407+56.7% |
| Admin fee / account holder | $419 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |