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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 | $185,312-61.6% | $161,489-56.0% | $154,746-54.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 7.72% | 103.84%-96.1pp | 89.72%-82.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,573 | $4,769-67.0% | $4,268-63.1% | $4,379-64.1% |
| Participant deferral / active EE | $5,114 | $6,350-19.5% | $5,630-9.2% | $6,730-24.0% |
| Admin fee / account holder | $4,896 | $18,654-73.8% | $16,006-69.4% | $14,365-65.9% |