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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 | $156,398-56.8% | $147,318-54.2% | $138,895-51.4% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 11.64% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,975 | $4,853-38.7% | $4,593-35.2% | $4,194-29.1% |
| Participant deferral / active EE | $10,037 | $8,237+21.8% | $7,906+26.9% | $6,396+56.9% |
| Admin fee / account holder | $419 | $14,976-97.2% | $13,708-96.9% | $12,562-96.7% |