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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 | $40,815 | $174,379-76.6% | $152,093-73.2% | $138,895-70.6% |
| Participation rate | 56.5% | 81.6%-25.1pp | 77.8%-21.2pp | 79.9%-23.4pp |
| Annual return | 5.89% | 74.86%-69.0pp | 66.36%-60.5pp | 145.39%-139.5pp |
| Employer contribution / active EE | $2,854 | $4,652-38.6% | $4,175-31.6% | $4,194-32.0% |
| Participant deferral / active EE | $6,514 | $6,159+5.8% | $5,451+19.5% | $6,396+1.8% |
| Admin fee / account holder | $900 | $16,880-94.7% | $14,497-93.8% | $12,562-92.8% |