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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 | $79,675 | $148,623-46.4% | $135,974-41.4% | $139,466-42.9% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 12.09% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,026 | $5,246-80.4% | $4,859-78.9% | $4,754-78.4% |
| Participant deferral / active EE | $7,184 | $8,103-11.3% | $7,760-7.4% | $6,712+7.0% |
| Admin fee / account holder | $1,422 | $12,406-88.5% | $10,767-86.8% | $11,409-87.5% |