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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 | $71,078 | $172,111-58.7% | $150,298-52.7% | $137,256-48.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 7.72% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,573 | $4,636-66.1% | $4,154-62.1% | $4,156-62.2% |
| Participant deferral / active EE | $5,114 | $6,166-17.1% | $5,453-6.2% | $6,407-20.2% |
| Admin fee / account holder | $4,896 | $16,471-70.3% | $14,116-65.3% | $12,270-60.1% |